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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 | $234,730 | $102,382+129.3% | $147,005+59.7% | $80,874+190.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.85% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $8,473 | $3,715+128.1% | $4,934+71.7% | $2,756+207.5% |
| Participant deferral / active EE | $11,071 | $6,646+66.6% | $8,070+37.2% | $4,297+157.6% |
| Admin fee / account holder | $3,178 | $7,942-60.0% | $13,006-75.6% | $6,935-54.2% |