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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 | $102,429+56.5% | $147,096+8.9% | $80,925+98.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.63% | 135.02%-118.4pp | 419.75%-403.1pp | 35.65%-19.0pp |
| Employer contribution / active EE | $6,960 | $3,716+87.3% | $4,936+41.0% | $2,756+152.5% |
| Participant deferral / active EE | $17,315 | $6,649+160.4% | $8,071+114.5% | $4,299+302.8% |
| Admin fee / account holder | $4,070 | $7,957-48.9% | $13,005-68.7% | $6,940-41.4% |