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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 | $157,662 | $167,030-5.6% | $135,768+16.1% | $155,188+1.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.68% | 678.39%-657.7pp | 526.10%-505.4pp | 148.84%-128.2pp |
| Employer contribution / active EE | $21,815 | $4,132+427.9% | $3,394+542.8% | $4,248+413.6% |
| Participant deferral / active EE | $13,024 | $4,528+187.7% | $3,977+227.5% | $6,531+99.4% |
| Admin fee / account holder | $7,353 | $8,172-10.0% | $7,048+4.3% | $14,480-49.2% |