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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 | $153,397 | $102,422+49.8% | $147,117+4.3% | $80,959+89.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.46% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $9,143 | $3,717+146.0% | $4,932+85.4% | $2,757+231.6% |
| Participant deferral / active EE | $12,792 | $6,652+92.3% | $8,065+58.6% | $4,300+197.5% |
| Admin fee / account holder | $15,300 | $7,953+92.4% | $12,993+17.8% | $6,925+120.9% |