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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 | $184,655 | $102,429+80.3% | $147,096+25.5% | $80,925+128.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.00% | 135.02%-123.0pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $4,840 | $3,716+30.3% | $4,936-1.9% | $2,756+75.6% |
| Participant deferral / active EE | $13,394 | $6,649+101.5% | $8,071+65.9% | $4,299+211.6% |
| Admin fee / account holder | $2,394 | $7,957-69.9% | $13,005-81.6% | $6,940-65.5% |