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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 | $206,506 | $102,429+101.6% | $147,096+40.4% | $80,925+155.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.30% | 135.02%-118.7pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $11,118 | $3,716+199.2% | $4,936+125.3% | $2,756+303.4% |
| Participant deferral / active EE | $16,659 | $6,649+150.6% | $8,071+106.4% | $4,299+287.5% |
| Admin fee / account holder | $1,482 | $7,957-81.4% | $13,005-88.6% | $6,940-78.6% |