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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 | $139,005 | $107,341+29.5% | $92,897+49.6% | $152,870-9.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.06% | 145.59%-121.5pp | 109.42%-85.4pp | 345.34%-321.3pp |
| Employer contribution / active EE | $13,548 | $4,221+221.0% | $3,653+270.9% | $4,763+184.5% |
| Participant deferral / active EE | $7,352 | $4,847+51.7% | $4,238+73.5% | $5,850+25.7% |
| Admin fee / account holder | $587 | $7,080-91.7% | $5,794-89.9% | $11,597-94.9% |