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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 | $137,895 | $110,039+25.3% | $97,260+41.8% | $145,884-5.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.10% | 244.44%-231.3pp | 75.54%-62.4pp | 551.85%-538.7pp |
| Employer contribution / active EE | $12,270 | $3,074+299.1% | $2,721+350.9% | $4,662+163.2% |
| Participant deferral / active EE | $9,588 | $4,674+105.1% | $4,262+125.0% | $6,690+43.3% |
| Admin fee / account holder | $3,184 | $6,204-48.7% | $5,640-43.5% | $13,392-76.2% |