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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 | $152,662 | $185,883-17.9% | $170,043-10.2% | $139,466+9.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.87% | 60.54%-48.7pp | 53.40%-41.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $12,975 | $7,596+70.8% | $6,790+91.1% | $4,754+172.9% |
| Participant deferral / active EE | $8,173 | $11,626-29.7% | $10,410-21.5% | $6,712+21.8% |
| Admin fee / account holder | $949 | $15,393-93.8% | $12,824-92.6% | $11,409-91.7% |