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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 | $232,860 | $85,766+171.5% | $136,295+70.8% | $70,131+232.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.88% | 31.45%-11.6pp | 5155.97%-5136.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $10,066 | $2,966+239.4% | $4,695+114.4% | $2,342+329.7% |
| Participant deferral / active EE | $10,469 | $5,051+107.3% | $6,247+67.6% | $3,332+214.2% |
| Admin fee / account holder | $489 | $5,420-91.0% | $9,243-94.7% | $4,645-89.5% |