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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 | $227,565 | $108,942+108.9% | $100,415+126.6% | $145,897+56.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.14% | 58.27%-46.1pp | 49.47%-37.3pp | 552.29%-540.2pp |
| Employer contribution / active EE | $14,710 | $4,422+232.6% | $3,943+273.1% | $4,663+215.5% |
| Participant deferral / active EE | $18,763 | $8,461+121.8% | $8,091+131.9% | $6,689+180.5% |
| Admin fee / account holder | $15,326 | $9,702+58.0% | $7,906+93.8% | $13,390+14.5% |