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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 | $246,290 | $72,071+241.7% | $68,368+260.2% | $137,256+79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.61% | 353.14%-333.5pp | 292.57%-273.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $7,469 | $2,788+167.9% | $2,649+182.0% | $4,156+79.7% |
| Participant deferral / active EE | $12,332 | $4,410+179.6% | $4,123+199.1% | $6,407+92.5% |
| Admin fee / account holder | $1,307 | $5,336-75.5% | $5,150-74.6% | $12,270-89.3% |