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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 | $217,219 | $110,212+97.1% | $96,534+125.0% | $139,466+55.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.12% | 26.42%-14.3pp | 25.88%-13.8pp | 373.66%-361.5pp |
| Employer contribution / active EE | $6,980 | $3,620+92.8% | $2,965+135.4% | $4,754+46.8% |
| Participant deferral / active EE | $5,356 | $5,547-3.5% | $4,851+10.4% | $6,712-20.2% |
| Admin fee / account holder | $7,612 | $11,599-34.4% | $8,253-7.8% | $11,409-33.3% |