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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 | $235,048 | $105,200+123.4% | $159,474+47.4% | $85,847+173.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.34% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $9,091 | $3,319+173.9% | $4,831+88.2% | $2,565+254.4% |
| Participant deferral / active EE | $11,854 | $5,946+99.4% | $7,353+61.2% | $3,952+199.9% |
| Admin fee / account holder | $161,683 | $6,934+2231.6% | $10,802+1396.7% | $6,261+2482.5% |