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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 | $113,395 | $60,128+88.6% | $90,440+25.4% | $79,852+42.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 23.21% | 71.95%-48.7pp | 1294.38%-1271.2pp | 31.72%-8.5pp |
| Employer contribution / active EE | $3,841 | $2,068+85.7% | $3,263+17.7% | $2,471+55.4% |
| Participant deferral / active EE | $9,286 | $2,939+216.0% | $3,964+134.3% | $3,740+148.3% |
| Admin fee / account holder | $1,876 | $3,977-52.8% | $5,615-66.6% | $5,306-64.6% |