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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 | $140,795 | $86,298+63.2% | $111,308+26.5% | $85,847+64.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 38.63% | 19.99%+18.6pp | 54.67%-16.0pp | 318.61%-280.0pp |
| Employer contribution / active EE | $4,732 | $2,044+131.6% | $2,732+73.2% | $2,565+84.5% |
| Participant deferral / active EE | $5,053 | $3,641+38.8% | $4,487+12.6% | $3,952+27.9% |
| Admin fee / account holder | $23,737 | $8,189+189.9% | $7,965+198.0% | $6,261+279.1% |