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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 | $178,402 | $102,595+73.9% | $94,057+89.7% | $154,746+15.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 17.86% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $3,689 | $3,147+17.2% | $2,933+25.8% | $4,379-15.8% |
| Participant deferral / active EE | $12,900 | $5,118+152.0% | $4,709+173.9% | $6,730+91.7% |
| Admin fee / account holder | $1,076 | $7,736-86.1% | $7,244-85.2% | $14,365-92.5% |