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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 | $121,746 | $106,905+13.9% | $84,020+44.9% | $152,885-20.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.91% | 105.00%-82.1pp | 71.31%-48.4pp | 345.39%-322.5pp |
| Employer contribution / active EE | $6,731 | $2,735+146.1% | $1,984+239.3% | $4,763+41.3% |
| Participant deferral / active EE | $6,386 | $4,012+59.2% | $3,239+97.2% | $5,851+9.1% |
| Admin fee / account holder | $11,521 | $8,287+39.0% | $6,101+88.8% | $11,598-0.7% |