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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 | $182,439 | $52,353+248.5% | $120,225+51.7% | $82,448+121.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 17.76% | 61.85%-44.1pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,500 | $1,510+65.5% | $3,475-28.1% | $2,551-2.0% |
| Participant deferral / active EE | $12,520 | $2,627+376.6% | $3,999+213.1% | $4,139+202.5% |
| Admin fee / account holder | $1,189 | $4,363-72.7% | $5,696-79.1% | $7,234-83.6% |