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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 | $222,101 | $152,460+45.7% | $118,746+87.0% | $147,586+50.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.51% | 17.41%+1.1pp | 24.54%-6.0pp | 578.59%-560.1pp |
| Employer contribution / active EE | $10,748 | $5,046+113.0% | $4,193+156.4% | $4,876+120.4% |
| Participant deferral / active EE | $10,695 | $6,212+72.1% | $5,332+100.6% | $5,439+96.6% |
| Admin fee / account holder | $1,088 | $16,953-93.6% | $10,720-89.9% | $10,886-90.0% |