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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 | $216,288 | $96,691+123.7% | $86,656+149.6% | $139,487+55.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.30% | 106.87%-87.6pp | 593.09%-573.8pp | 373.84%-354.5pp |
| Employer contribution / active EE | $8,277 | $3,267+153.4% | $3,025+173.6% | $4,755+74.1% |
| Participant deferral / active EE | $8,277 | $4,838+71.1% | $4,439+86.4% | $6,713+23.3% |
| Admin fee / account holder | $2,398 | $6,414-62.6% | $5,619-57.3% | $11,407-79.0% |