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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 | $236,869 | $175,231+35.2% | $149,696+58.2% | $139,466+69.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.54% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $24,685 | $5,478+350.6% | $4,821+412.0% | $4,754+419.2% |
| Participant deferral / active EE | $16,285 | $6,521+149.7% | $5,682+186.6% | $6,712+142.6% |
| Admin fee / account holder | $3,118 | $16,155-80.7% | $13,212-76.4% | $11,409-72.7% |