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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 | $163,839 | $96,491+69.8% | $75,894+115.9% | $152,885+7.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 17.74% | 33.98%-16.2pp | 30.76%-13.0pp | 345.39%-327.7pp |
| Employer contribution / active EE | $20,060 | $3,310+506.1% | $2,501+702.1% | $4,763+321.1% |
| Participant deferral / active EE | $11,788 | $4,553+158.9% | $3,603+227.2% | $5,851+101.5% |
| Admin fee / account holder | $13,146 | $8,079+62.7% | $5,420+142.6% | $11,598+13.3% |