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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 | $213,434 | $132,634+60.9% | $115,768+84.4% | $137,256+55.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.71% | 160.70%-147.0pp | 100.46%-86.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $16,346 | $3,360+386.5% | $2,940+456.0% | $4,156+293.3% |
| Participant deferral / active EE | $6,600 | $5,619+17.5% | $4,917+34.2% | $6,407+3.0% |
| Admin fee / account holder | $50,056 | $15,028+233.1% | $12,439+302.4% | $12,270+307.9% |