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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 | $249,614 | $100,901+147.4% | $75,501+230.6% | $147,585+69.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 16.86% | 35.78%-18.9pp | 27.35%-10.5pp | 578.58%-561.7pp |
| Employer contribution / active EE | $16,853 | $3,253+418.0% | $2,352+616.6% | $4,876+245.6% |
| Participant deferral / active EE | $12,200 | $4,027+202.9% | $3,142+288.2% | $5,439+124.3% |
| Admin fee / account holder | $919 | $11,285-91.9% | $5,801-84.2% | $10,886-91.6% |