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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 | $161,147 | $111,878+44.0% | $93,727+71.9% | $145,897+10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.87% | 204.28%-196.4pp | 133.83%-126.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $7,119 | $3,092+130.2% | $2,421+194.0% | $4,663+52.7% |
| Participant deferral / active EE | $30,000 | $4,920+509.7% | $4,417+579.2% | $6,689+348.5% |
| Admin fee / account holder | $1,187 | $10,256-88.4% | $8,292-85.7% | $13,390-91.1% |