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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 | $192,697 | $101,063+90.7% | $81,473+136.5% | $147,586+30.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.61% | 32.41%-12.8pp | 38.78%-19.2pp | 578.59%-559.0pp |
| Employer contribution / active EE | $13,126 | $3,206+309.5% | $2,568+411.1% | $4,876+169.2% |
| Participant deferral / active EE | $11,054 | $4,242+160.6% | $3,537+212.5% | $5,439+103.3% |
| Admin fee / account holder | $1,660 | $5,812-71.4% | $4,561-63.6% | $10,886-84.7% |