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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 | $137,621 | $102,393+34.4% | $147,041-6.4% | $80,911+70.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.54% | 134.95%-118.4pp | 419.21%-402.7pp | 35.63%-19.1pp |
| Employer contribution / active EE | $14,474 | $3,715+289.6% | $4,935+193.3% | $2,756+425.2% |
| Participant deferral / active EE | $9,063 | $6,647+36.3% | $8,071+12.3% | $4,297+110.9% |
| Admin fee / account holder | $933 | $7,943-88.3% | $13,006-92.8% | $6,935-86.5% |