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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 | $244,811 | $102,393+139.1% | $147,041+66.5% | $80,911+202.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.81% | 134.95%-119.1pp | 419.21%-403.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $12,886 | $3,715+246.8% | $4,935+161.1% | $2,756+367.6% |
| Participant deferral / active EE | $11,040 | $6,647+66.1% | $8,071+36.8% | $4,297+156.9% |
| Admin fee / account holder | $14,163 | $7,943+78.3% | $13,006+8.9% | $6,935+104.2% |