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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 | $248,128 | $88,710+179.7% | $81,783+203.4% | $145,959+70.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.87% | 1027.26%-1008.4pp | 775.05%-756.2pp | 561.95%-543.1pp |
| Employer contribution / active EE | $4,135 | $3,083+34.1% | $2,913+42.0% | $4,661-11.3% |
| Participant deferral / active EE | $10,469 | $4,645+125.4% | $4,320+142.3% | $6,689+56.5% |
| Admin fee / account holder | $189,524 | $8,407+2154.3% | $7,380+2468.1% | $13,398+1314.6% |