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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 | $152,210 | $67,823+124.4% | $52,425+190.3% | $137,256+10.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 21.32% | 219.11%-197.8pp | 302.12%-280.8pp | 220.34%-199.0pp |
| Employer contribution / active EE | $9,471 | $1,163+714.4% | $914+936.0% | $4,156+127.9% |
| Participant deferral / active EE | $21,238 | $2,288+828.2% | $1,790+1086.2% | $6,407+231.5% |
| Admin fee / account holder | $1,221 | $2,844-57.1% | $2,495-51.1% | $12,270-90.1% |