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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 | $243,971 | $72,071+238.5% | $68,368+256.9% | $137,256+77.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.22% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,959 | $2,788+77.9% | $2,649+87.2% | $4,156+19.3% |
| Participant deferral / active EE | $11,582 | $4,410+162.6% | $4,123+180.9% | $6,407+80.8% |
| Admin fee / account holder | $49,322 | $5,336+824.4% | $5,150+857.7% | $12,270+302.0% |