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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 | $191,527 | $103,038+85.9% | $90,324+112.0% | $152,909+25.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 13.49% | 95.25%-81.8pp | 78.15%-64.7pp | 345.46%-332.0pp |
| Employer contribution / active EE | $24,969 | $3,141+695.0% | $2,856+774.3% | $4,764+424.1% |
| Participant deferral / active EE | $17,250 | $4,282+302.9% | $3,885+344.0% | $5,851+194.8% |
| Admin fee / account holder | $941 | $6,177-84.8% | $5,356-82.4% | $11,601-91.9% |