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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 | $235,327 | $154,209+52.6% | $130,062+80.9% | $139,487+68.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.24% | 32.52%-10.3pp | -137.37%+159.6pp | 373.84%-351.6pp |
| Employer contribution / active EE | $19,800 | $5,292+274.1% | $4,322+358.1% | $4,755+316.4% |
| Participant deferral / active EE | $30,000 | $6,709+347.2% | $5,821+415.4% | $6,713+346.9% |
| Admin fee / account holder | $2,180 | $13,988-84.4% | $10,601-79.4% | $11,407-80.9% |