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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 | $225,233 | $104,953+114.6% | $84,637+166.1% | $152,909+47.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 18.78% | 373.94%-355.2pp | 258.82%-240.0pp | 345.46%-326.7pp |
| Employer contribution / active EE | $13,196 | $3,304+299.4% | $2,653+397.3% | $4,764+177.0% |
| Participant deferral / active EE | $6,333 | $4,691+35.0% | $3,900+62.4% | $5,851+8.2% |
| Admin fee / account holder | $2,478 | $6,244-60.3% | $4,914-49.6% | $11,601-78.6% |