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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 | $178,114 | $149,040+19.5% | $120,225+48.2% | $137,256+29.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 24.87% | 605.68%-580.8pp | 439.23%-414.4pp | 220.34%-195.5pp |
| Employer contribution / active EE | $14,497 | $4,350+233.2% | $3,475+317.1% | $4,156+248.8% |
| Participant deferral / active EE | $15,773 | $4,655+238.9% | $3,999+294.4% | $6,407+146.2% |
| Admin fee / account holder | $1,856 | $6,348-70.8% | $5,696-67.4% | $12,270-84.9% |