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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 | $179,466 | $104,953+71.0% | $84,637+112.0% | $152,909+17.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.55% | 373.94%-355.4pp | 258.82%-240.3pp | 345.46%-326.9pp |
| Employer contribution / active EE | $20,500 | $3,304+520.5% | $2,653+672.6% | $4,764+330.3% |
| Participant deferral / active EE | $22,000 | $4,691+369.0% | $3,900+464.1% | $5,851+276.0% |
| Admin fee / account holder | $312 | $6,244-95.0% | $4,914-93.7% | $11,601-97.3% |