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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 | $182,150 | $91,179+99.8% | $178,499+2.0% | $79,852+128.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.26% | 24.19%-3.9pp | 151.10%-130.8pp | 31.72%-11.5pp |
| Employer contribution / active EE | $9,734 | $3,256+199.0% | $5,011+94.2% | $2,471+293.9% |
| Participant deferral / active EE | $5,542 | $3,236+71.3% | $5,202+6.5% | $3,740+48.2% |
| Admin fee / account holder | $4,327 | $6,749-35.9% | $13,986-69.1% | $5,306-18.5% |