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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 | $169,006 | $90,397+87.0% | $76,002+122.4% | $145,959+15.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 621.97%-607.6pp | 360.07%-345.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $4,044 | $3,317+21.9% | $2,688+50.4% | $4,661-13.2% |
| Participant deferral / active EE | $13,345 | $5,163+158.4% | $4,257+213.5% | $6,689+99.5% |
| Admin fee / account holder | $3,564 | $8,369-57.4% | $6,414-44.4% | $13,398-73.4% |