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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 | $209,478 | $98,776+112.1% | $149,745+39.9% | $79,856+162.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.85% | 27.38%-14.5pp | 276.72%-263.9pp | 31.71%-18.9pp |
| Employer contribution / active EE | $21,825 | $3,217+578.4% | $4,646+369.8% | $2,471+783.2% |
| Participant deferral / active EE | $4,000 | $5,681-29.6% | $6,843-41.5% | $3,741+6.9% |
| Admin fee / account holder | $35,015 | $6,053+478.5% | $9,312+276.0% | $5,306+559.9% |