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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 | $225,203 | $165,912+35.7% | $122,342+84.1% | $147,585+52.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.12% | 34.55%-16.4pp | 30.28%-12.2pp | 578.57%-560.4pp |
| Employer contribution / active EE | $11,391 | $5,754+98.0% | $4,051+181.2% | $4,876+133.6% |
| Participant deferral / active EE | $9,657 | $4,005+141.1% | $3,287+193.8% | $5,439+77.6% |
| Admin fee / account holder | $3,316 | $7,424-55.3% | $5,478-39.5% | $10,885-69.5% |