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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 | $213,380 | $72,071+196.1% | $68,368+212.1% | $137,256+55.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.12% | 353.14%-330.0pp | 292.57%-269.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,667 | $2,788-4.3% | $2,649+0.7% | $4,156-35.8% |
| Participant deferral / active EE | $16,699 | $4,410+278.7% | $4,123+305.0% | $6,407+160.6% |
| Admin fee / account holder | $23,209 | $5,336+335.0% | $5,150+350.7% | $12,270+89.2% |