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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 | $171,523 | $107,353+59.8% | $92,903+84.6% | $152,885+12.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.55% | 145.62%-130.1pp | 109.43%-93.9pp | 345.39%-329.8pp |
| Employer contribution / active EE | $16,562 | $4,222+292.3% | $3,653+353.4% | $4,763+247.7% |
| Participant deferral / active EE | $10,000 | $4,848+106.3% | $4,238+136.0% | $5,851+70.9% |
| Admin fee / account holder | $1,838 | $7,081-74.0% | $5,795-68.3% | $11,598-84.2% |