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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 | $208,696 | $102,382+103.8% | $147,005+42.0% | $80,874+158.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.51% | 134.89%-118.4pp | 418.76%-402.3pp | 35.62%-19.1pp |
| Employer contribution / active EE | $11,081 | $3,715+198.3% | $4,934+124.6% | $2,756+302.1% |
| Participant deferral / active EE | $17,814 | $6,646+168.0% | $8,070+120.8% | $4,297+314.6% |
| Admin fee / account holder | $1,480 | $7,942-81.4% | $13,006-88.6% | $6,935-78.7% |