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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 | $116,553 | $101,618+14.7% | $93,063+25.2% | $137,256-15.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.17% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $26,264 | $2,707+870.2% | $2,476+960.7% | $4,156+532.0% |
| Participant deferral / active EE | $26,526 | $4,279+519.9% | $3,958+570.2% | $6,407+314.0% |
| Admin fee / account holder | $21,397 | $6,198+245.2% | $6,033+254.7% | $12,270+74.4% |