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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 | $149,191 | $118,919+25.5% | $88,538+68.5% | $152,897-2.4% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 15.41% | 47.92%-32.5pp | 43.64%-28.2pp | 345.43%-330.0pp |
| Employer contribution / active EE | $18,181 | $2,669+581.2% | $2,098+766.5% | $4,764+281.7% |
| Participant deferral / active EE | $11,360 | $3,549+220.1% | $2,914+289.8% | $5,851+94.2% |
| Admin fee / account holder | $241,377 | $5,876+4007.8% | $4,310+5500.0% | $11,599+1980.9% |