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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 | $204,308 | $176,077+16.0% | $159,455+28.1% | $167,518+22.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.67% | 331.83%-313.2pp | 263.63%-245.0pp | 478.71%-460.0pp |
| Employer contribution / active EE | $17,023 | $5,298+221.3% | $4,830+252.4% | $4,838+251.8% |
| Participant deferral / active EE | $17,613 | $7,751+127.2% | $7,353+139.5% | $6,342+177.7% |
| Admin fee / account holder | $899 | $12,556-92.8% | $10,800-91.7% | $12,312-92.7% |