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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 | $244,542 | $102,595+138.4% | $94,057+160.0% | $154,746+58.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.83% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $9,585 | $3,147+204.6% | $2,933+226.8% | $4,379+118.9% |
| Participant deferral / active EE | $15,500 | $5,118+202.8% | $4,709+229.1% | $6,730+130.3% |
| Admin fee / account holder | $1,701 | $7,736-78.0% | $7,244-76.5% | $14,365-88.2% |