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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 | $213,062 | $90,614+135.1% | $76,089+180.0% | $145,877+46.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.88% | 623.80%-607.9pp | 360.94%-345.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $9,583 | $3,324+188.3% | $2,690+256.3% | $4,663+105.5% |
| Participant deferral / active EE | $7,191 | $5,168+39.1% | $4,259+68.8% | $6,691+7.5% |
| Admin fee / account holder | $4,679 | $8,376-44.1% | $6,418-27.1% | $13,402-65.1% |