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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 | $192,788 | $90,530+113.0% | $76,030+153.6% | $145,897+32.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.90% | 625.08%-607.2pp | 361.54%-343.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $6,349 | $3,319+91.3% | $2,688+136.2% | $4,663+36.2% |
| Participant deferral / active EE | $11,198 | $5,164+116.8% | $4,257+163.0% | $6,689+67.4% |
| Admin fee / account holder | $27,753 | $8,383+231.0% | $6,421+332.3% | $13,390+107.3% |