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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 | $149,938 | $98,760+51.8% | $149,715+0.1% | $79,858+87.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.43% | 27.43%-15.0pp | 276.66%-264.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $4,810 | $3,217+49.5% | $4,645+3.6% | $2,471+94.7% |
| Participant deferral / active EE | $11,366 | $5,681+100.1% | $6,842+66.1% | $3,740+203.9% |
| Admin fee / account holder | $10,770 | $6,053+77.9% | $9,310+15.7% | $5,306+103.0% |