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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 | $248,399 | $102,385+142.6% | $147,080+68.9% | $80,935+206.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.14% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.5pp |
| Employer contribution / active EE | $6,661 | $3,717+79.2% | $4,933+35.0% | $2,757+141.6% |
| Participant deferral / active EE | $11,858 | $6,651+78.3% | $8,066+47.0% | $4,299+175.8% |
| Admin fee / account holder | $959 | $7,951-87.9% | $12,989-92.6% | $6,924-86.1% |