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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 | $208,241 | $102,422+103.3% | $147,117+41.5% | $80,959+157.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.40% | 135.16%-118.8pp | 420.54%-404.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $3,516 | $3,717-5.4% | $4,932-28.7% | $2,757+27.5% |
| Participant deferral / active EE | $16,208 | $6,652+143.7% | $8,065+101.0% | $4,300+276.9% |
| Admin fee / account holder | $25,230 | $7,953+217.2% | $12,993+94.2% | $6,925+264.3% |