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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 | $219,021 | $154,193+42.0% | $130,045+68.4% | $139,466+57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.86% | 32.51%-14.7pp | -137.30%+155.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $8,792 | $5,292+66.1% | $4,321+103.5% | $4,754+84.9% |
| Participant deferral / active EE | $11,261 | $6,709+67.9% | $5,820+93.5% | $6,712+67.8% |
| Admin fee / account holder | $3,577 | $13,989-74.4% | $10,600-66.3% | $11,409-68.6% |