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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 | $130,509 | $106,008+23.1% | $92,240+41.5% | $147,586-11.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.61% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $13,519 | $4,333+212.0% | $3,680+267.4% | $4,876+177.2% |
| Participant deferral / active EE | $11,731 | $4,478+162.0% | $3,897+201.0% | $5,439+115.7% |
| Admin fee / account holder | $6,871 | $6,333+8.5% | $5,194+32.3% | $10,886-36.9% |