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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 | $165,691 | $107,353+54.3% | $92,903+78.3% | $152,885+8.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.84% | 145.62%-120.8pp | 109.43%-84.6pp | 345.39%-320.6pp |
| Employer contribution / active EE | $6,250 | $4,222+48.0% | $3,653+71.1% | $4,763+31.2% |
| Participant deferral / active EE | $6,284 | $4,848+29.6% | $4,238+48.3% | $5,851+7.4% |
| Admin fee / account holder | $2,191 | $7,081-69.1% | $5,795-62.2% | $11,598-81.1% |