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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 | $162,088 | $101,618+59.5% | $93,063+74.2% | $137,256+18.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.35% | 223.95%-211.6pp | 34.15%-21.8pp | 220.34%-208.0pp |
| Employer contribution / active EE | $12,011 | $2,707+343.7% | $2,476+385.1% | $4,156+189.0% |
| Participant deferral / active EE | $6,504 | $4,279+52.0% | $3,958+64.3% | $6,407+1.5% |
| Admin fee / account holder | $11,427 | $6,198+84.3% | $6,033+89.4% | $12,270-6.9% |