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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 | $160,260 | $102,422+56.5% | $147,117+8.9% | $80,959+98.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.63% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $6,960 | $3,717+87.2% | $4,932+41.1% | $2,757+152.4% |
| Participant deferral / active EE | $17,315 | $6,652+160.3% | $8,065+114.7% | $4,300+302.6% |
| Admin fee / account holder | $4,070 | $7,953-48.8% | $12,993-68.7% | $6,925-41.2% |