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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 | $241,598 | $102,382+136.0% | $147,005+64.3% | $80,874+198.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 18.83% | 134.89%-116.1pp | 418.76%-399.9pp | 35.62%-16.8pp |
| Employer contribution / active EE | $52,129 | $3,715+1303.3% | $4,934+956.5% | $2,756+1791.7% |
| Participant deferral / active EE | $4,000 | $6,646-39.8% | $8,070-50.4% | $4,297-6.9% |
| Admin fee / account holder | $20,815 | $7,942+162.1% | $13,006+60.0% | $6,935+200.1% |