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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 | $220,549 | $103,008+114.1% | $90,304+144.2% | $152,897+44.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.87% | 95.22%-74.4pp | 78.13%-57.3pp | 345.43%-324.6pp |
| Employer contribution / active EE | $11,709 | $3,139+273.0% | $2,855+310.1% | $4,764+145.8% |
| Participant deferral / active EE | $10,972 | $4,281+156.3% | $3,885+182.4% | $5,851+87.5% |
| Admin fee / account holder | $2,303 | $6,175-62.7% | $5,354-57.0% | $11,599-80.1% |