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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 | $118,001 | $91,037+29.6% | $71,671+64.6% | $147,586-20.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 11.76% | 20.48%-8.7pp | 20.65%-8.9pp | 578.59%-566.8pp |
| Employer contribution / active EE | $9,432 | $3,327+183.5% | $2,460+283.4% | $4,876+93.4% |
| Participant deferral / active EE | $6,157 | $4,498+36.9% | $3,438+79.1% | $5,439+13.2% |
| Admin fee / account holder | $23,655 | $8,613+174.7% | $5,558+325.6% | $10,886+117.3% |