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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 | $173,599 | $105,145+65.1% | $94,664+83.4% | $139,466+24.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.71% | 38.09%-21.4pp | 156.84%-140.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $15,069 | $4,107+266.9% | $3,673+310.3% | $4,754+217.0% |
| Participant deferral / active EE | $10,000 | $7,599+31.6% | $7,417+34.8% | $6,712+49.0% |
| Admin fee / account holder | $1,770 | $8,972-80.3% | $7,222-75.5% | $11,409-84.5% |