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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 | $200,517 | $118,708+68.9% | $98,920+102.7% | $158,982+26.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.04% | 372.49%-364.4pp | 196.47%-188.4pp | 302.99%-294.9pp |
| Employer contribution / active EE | $21,521 | $3,334+545.5% | $2,689+700.2% | $4,763+351.9% |
| Participant deferral / active EE | $11,787 | $5,089+131.6% | $4,245+177.7% | $5,983+97.0% |
| Admin fee / account holder | $208,865 | $10,134+1961.1% | $6,643+3044.3% | $11,252+1756.3% |