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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 | $179,492 | $169,336+6.0% | $129,384+38.7% | $145,884+23.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.24% | 14408.70%-14397.5pp | 9461.77%-9450.5pp | 551.85%-540.6pp |
| Employer contribution / active EE | $11,684 | $5,540+110.9% | $4,153+181.3% | $4,662+150.6% |
| Participant deferral / active EE | $25,500 | $4,985+411.5% | $4,166+512.1% | $6,690+281.2% |
| Admin fee / account holder | $3,584 | $9,912-63.8% | $7,686-53.4% | $13,392-73.2% |