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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 | $193,344 | $112,933+71.2% | $90,970+112.5% | $158,982+21.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 30.15% | 215.82%-185.7pp | 134.60%-104.4pp | 302.99%-272.8pp |
| Employer contribution / active EE | $18,905 | $2,893+553.4% | $2,122+791.0% | $4,763+296.9% |
| Participant deferral / active EE | $8,708 | $4,128+111.0% | $3,373+158.2% | $5,983+45.5% |
| Admin fee / account holder | $462 | $8,047-94.3% | $5,961-92.2% | $11,252-95.9% |