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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 | $162,786 | $100,901+61.3% | $75,501+115.6% | $147,586+10.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 26.51% | 35.78%-9.3pp | 27.35%-0.8pp | 578.59%-552.1pp |
| Employer contribution / active EE | $8,086 | $3,253+148.5% | $2,352+243.8% | $4,876+65.8% |
| Participant deferral / active EE | $5,126 | $4,027+27.3% | $3,142+63.1% | $5,439-5.8% |
| Admin fee / account holder | $1,408 | $11,285-87.5% | $5,801-75.7% | $10,886-87.1% |