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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 | $197,140 | $115,814+70.2% | $101,275+94.7% | $158,982+24.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 42.47% | 56.16%-13.7pp | 46.48%-4.0pp | 302.99%-260.5pp |
| Employer contribution / active EE | $8,527 | $4,176+104.2% | $3,660+133.0% | $4,763+79.0% |
| Participant deferral / active EE | $8,870 | $4,958+78.9% | $4,371+102.9% | $5,983+48.2% |
| Admin fee / account holder | $951 | $7,249-86.9% | $5,948-84.0% | $11,252-91.5% |