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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 | $147,987 | $96,643+53.1% | $86,617+70.9% | $139,456+6.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.08% | 106.57%-93.5pp | 591.91%-578.8pp | 373.45%-360.4pp |
| Employer contribution / active EE | $7,596 | $3,264+132.7% | $3,023+151.2% | $4,753+59.8% |
| Participant deferral / active EE | $5,984 | $4,835+23.8% | $4,437+34.9% | $6,711-10.8% |
| Admin fee / account holder | $1,662 | $6,406-74.1% | $5,613-70.4% | $11,407-85.4% |