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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 | $216,816 | $137,414+57.8% | $189,537+14.4% | $85,847+152.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 12.63% | 38.14%-25.5pp | 555.34%-542.7pp | 318.61%-306.0pp |
| Employer contribution / active EE | $5,019 | $4,344+15.5% | $6,161-18.5% | $2,565+95.6% |
| Participant deferral / active EE | $4,961 | $6,260-20.7% | $8,220-39.6% | $3,952+25.5% |
| Admin fee / account holder | $16,154 | $8,630+87.2% | $12,048+34.1% | $6,261+158.0% |