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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 | $167,366 | $96,123+74.1% | $77,361+116.3% | $198,609-15.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 15.27% | 2054.81%-2039.5pp | 1011.54%-996.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $7,825 | $3,791+106.4% | $2,990+161.7% | $5,055+54.8% |
| Participant deferral / active EE | $12,166 | $4,975+144.6% | $3,911+211.1% | $6,977+74.4% |
| Admin fee / account holder | $12,950 | $9,471+36.7% | $5,894+119.7% | $19,030-31.9% |