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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 | $214,005 | $104,953+103.9% | $84,637+152.9% | $152,909+40.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.87% | 373.94%-351.1pp | 258.82%-235.9pp | 345.46%-322.6pp |
| Employer contribution / active EE | $37,000 | $3,304+1020.0% | $2,653+1294.5% | $4,764+676.7% |
| Participant deferral / active EE | $25,000 | $4,691+433.0% | $3,900+541.0% | $5,851+327.3% |
| Admin fee / account holder | $3,040 | $6,244-51.3% | $4,914-38.1% | $11,601-73.8% |