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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 | $203,738 | $154,754+31.7% | $124,206+64.0% | $138,895+46.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 18.69% | 709.28%-690.6pp | 515.27%-496.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $23,403 | $4,446+426.4% | $3,540+561.1% | $4,194+458.0% |
| Participant deferral / active EE | $17,226 | $4,621+272.8% | $3,968+334.2% | $6,396+169.3% |
| Admin fee / account holder | $2,818 | $6,690-57.9% | $5,929-52.5% | $12,562-77.6% |