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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 | $148,498 | $93,345+59.1% | $119,126+24.7% | $87,485+69.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 14.08% | 19.08%-5.0pp | 282.11%-268.0pp | 26.06%-12.0pp |
| Employer contribution / active EE | $15,649 | $3,172+393.4% | $4,034+288.0% | $2,596+502.8% |
| Participant deferral / active EE | $10,225 | $4,099+149.5% | $5,318+92.3% | $4,274+139.3% |
| Admin fee / account holder | $24,093 | $8,039+199.7% | $10,693+125.3% | $7,775+209.9% |