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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 | $189,255 | $81,504+132.2% | $102,437+84.8% | $80,959+133.8% |
| Participation rate | 98.4% | 66.9%+31.6pp | 74.5%+23.9pp | 67.7%+30.7pp |
| Annual return | 260.55% | 25.60%+235.0pp | 24.95%+235.6pp | 35.67%+224.9pp |
| Employer contribution / active EE | $13,678 | $3,104+340.7% | $3,871+253.4% | $2,757+396.1% |
| Participant deferral / active EE | $2,589 | $3,871-33.1% | $5,060-48.8% | $4,300-39.8% |
| Admin fee / account holder | $20,102 | $6,719+199.2% | $8,388+139.7% | $6,925+190.3% |