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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 | $202,257 | $157,296+28.6% | $141,191+43.3% | $152,897+32.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.33% | 64.34%-46.0pp | 71.41%-53.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $12,500 | $5,262+137.5% | $4,736+163.9% | $4,764+162.4% |
| Participant deferral / active EE | $8,794 | $7,111+23.7% | $6,710+31.1% | $5,851+50.3% |
| Admin fee / account holder | $1,757 | $12,125-85.5% | $10,264-82.9% | $11,599-84.9% |