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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 | $183,988 | $98,776+86.3% | $149,745+22.9% | $79,856+130.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.67% | 27.38%-7.7pp | 276.72%-257.1pp | 31.71%-12.0pp |
| Employer contribution / active EE | $12,257 | $3,217+281.0% | $4,646+163.8% | $2,471+396.0% |
| Participant deferral / active EE | $16,236 | $5,681+185.8% | $6,843+137.3% | $3,741+334.1% |
| Admin fee / account holder | $5,198 | $6,053-14.1% | $9,312-44.2% | $5,306-2.0% |