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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 | $187,567 | $65,555+186.1% | $86,216+117.6% | $75,173+149.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.64% | 46.07%-28.4pp | 1169.42%-1151.8pp | 160.72%-143.1pp |
| Employer contribution / active EE | $10,294 | $1,553+562.7% | $2,382+332.2% | $2,671+285.4% |
| Participant deferral / active EE | $9,546 | $3,023+215.7% | $3,986+139.5% | $4,126+131.3% |
| Admin fee / account holder | $9,230 | $5,469+68.8% | $6,853+34.7% | $5,651+63.3% |