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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 | $189,353 | $165,399+14.5% | $149,745+26.4% | $158,982+19.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.50% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $24,184 | $5,105+373.8% | $4,646+420.6% | $4,763+407.8% |
| Participant deferral / active EE | $16,000 | $7,183+122.8% | $6,843+133.8% | $5,983+167.4% |
| Admin fee / account holder | $16,788 | $10,811+55.3% | $9,312+80.3% | $11,252+49.2% |