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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 | $192,571 | $102,595+87.7% | $94,057+104.7% | $154,746+24.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.04% | 583.42%-568.4pp | 480.62%-465.6pp | 172.34%-157.3pp |
| Employer contribution / active EE | $22,633 | $3,147+619.1% | $2,933+671.6% | $4,379+416.8% |
| Participant deferral / active EE | $22,898 | $5,118+347.4% | $4,709+386.2% | $6,730+240.2% |
| Admin fee / account holder | $1,952 | $7,736-74.8% | $7,244-73.1% | $14,365-86.4% |