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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 | $211,006 | $102,429+106.0% | $147,096+43.4% | $80,925+160.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.25% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $4,442 | $3,716+19.5% | $4,936-10.0% | $2,756+61.2% |
| Participant deferral / active EE | $13,393 | $6,649+101.4% | $8,071+65.9% | $4,299+211.6% |
| Admin fee / account holder | $2,700 | $7,957-66.1% | $13,005-79.2% | $6,940-61.1% |