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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 | $198,804 | $100,262+98.3% | $81,370+144.3% | $145,897+36.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.07% | 34.52%-14.5pp | 24.85%-4.8pp | 552.29%-532.2pp |
| Employer contribution / active EE | $18,314 | $2,979+514.8% | $2,464+643.3% | $4,663+292.8% |
| Participant deferral / active EE | $15,293 | $4,612+231.6% | $3,885+293.6% | $6,689+128.6% |
| Admin fee / account holder | $1,586 | $8,163-80.6% | $5,749-72.4% | $13,390-88.2% |