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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 | $246,038 | $105,145+134.0% | $94,664+159.9% | $139,466+76.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.46% | 38.09%-15.6pp | 156.84%-134.4pp | 373.66%-351.2pp |
| Employer contribution / active EE | $19,877 | $4,107+384.0% | $3,673+441.2% | $4,754+318.1% |
| Participant deferral / active EE | $6,098 | $7,599-19.7% | $7,417-17.8% | $6,712-9.1% |
| Admin fee / account holder | $9,351 | $8,972+4.2% | $7,222+29.5% | $11,409-18.0% |