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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 | $125,004 | $201,264-37.9% | $184,185-32.1% | $145,978-14.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 96.15% | 29.00%+67.2pp | 28.81%+67.3pp | 550.52%-454.4pp |
| Employer contribution / active EE | $12,861 | $7,021+83.2% | $6,426+100.2% | $4,662+175.9% |
| Participant deferral / active EE | $10,324 | $9,806+5.3% | $9,132+13.0% | $6,690+54.3% |
| Admin fee / account holder | $332 | $16,376-98.0% | $13,909-97.6% | $13,400-97.5% |