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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 | $186,107 | $118,708+56.8% | $98,920+88.1% | $158,966+17.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.02% | 372.49%-352.5pp | 196.47%-176.5pp | 302.95%-282.9pp |
| Employer contribution / active EE | $18,571 | $3,334+457.0% | $2,689+590.5% | $4,762+289.9% |
| Participant deferral / active EE | $13,106 | $5,089+157.5% | $4,245+208.7% | $5,983+119.0% |
| Admin fee / account holder | $452 | $10,134-95.5% | $6,643-93.2% | $11,250-96.0% |