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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 | $225,683 | $115,814+94.9% | $101,275+122.8% | $158,982+42.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.70% | 56.16%-36.5pp | 46.48%-26.8pp | 302.99%-283.3pp |
| Employer contribution / active EE | $8,564 | $4,176+105.1% | $3,660+134.0% | $4,763+79.8% |
| Participant deferral / active EE | $12,516 | $4,958+152.4% | $4,371+186.4% | $5,983+109.2% |
| Admin fee / account holder | $3,448 | $7,249-52.4% | $5,948-42.0% | $11,252-69.4% |