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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 | $206,609 | $109,967+87.9% | $97,197+112.6% | $145,877+41.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.12% | 244.27%-236.1pp | 75.47%-67.3pp | 551.28%-543.2pp |
| Employer contribution / active EE | $11,784 | $3,077+283.0% | $2,723+332.8% | $4,663+152.7% |
| Participant deferral / active EE | $6,755 | $4,676+44.5% | $4,263+58.5% | $6,691+1.0% |
| Admin fee / account holder | $5,460 | $6,199-11.9% | $5,637-3.2% | $13,402-59.3% |