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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 | $175,161 | $85,766+104.2% | $136,295+28.5% | $70,131+149.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.91% | 31.45%-15.5pp | 5155.97%-5140.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $6,765 | $2,966+128.1% | $4,695+44.1% | $2,342+188.8% |
| Participant deferral / active EE | $9,083 | $5,051+79.8% | $6,247+45.4% | $3,332+172.6% |
| Admin fee / account holder | $7,739 | $5,420+42.8% | $9,243-16.3% | $4,645+66.6% |