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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,732 | $755,339-73.7% | $379,746-47.7% | $158,982+25.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 33.89% | 53.41%-19.5pp | 34.90%-1.0pp | 302.99%-269.1pp |
| Employer contribution / active EE | $22,534 | $4,685+381.0% | $3,540+536.6% | $4,763+373.1% |
| Participant deferral / active EE | $21,443 | $7,938+170.1% | $6,024+255.9% | $5,983+258.4% |
| Admin fee / account holder | $1,250 | $14,482-91.4% | $7,927-84.2% | $11,252-88.9% |