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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 | $162,529+25.4% | $130,788+55.8% | $154,746+31.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.69% | 510.48%-491.8pp | 386.44%-367.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $23,403 | $4,447+426.2% | $3,558+557.8% | $4,379+434.4% |
| Participant deferral / active EE | $17,226 | $4,808+258.2% | $4,137+316.4% | $6,730+155.9% |
| Admin fee / account holder | $2,818 | $7,669-63.2% | $6,673-57.8% | $14,365-80.4% |