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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 | $168,811 | $90,614+86.3% | $76,089+121.9% | $145,877+15.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.22% | 623.80%-610.6pp | 360.94%-347.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $4,738 | $3,324+42.5% | $2,690+76.1% | $4,663+1.6% |
| Participant deferral / active EE | $29,082 | $5,168+462.7% | $4,259+582.8% | $6,691+334.7% |
| Admin fee / account holder | $200,072 | $8,376+2288.5% | $6,418+3017.4% | $13,402+1392.8% |