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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 | $186,663 | $102,663+81.8% | $86,216+116.5% | $139,466+33.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.11% | 1924.52%-1914.4pp | 1169.42%-1159.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $7,350 | $3,035+142.2% | $2,382+208.6% | $4,754+54.6% |
| Participant deferral / active EE | $12,733 | $4,677+172.2% | $3,986+219.4% | $6,712+89.7% |
| Admin fee / account holder | $2,202 | $8,663-74.6% | $6,853-67.9% | $11,409-80.7% |