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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 | $219,549 | $106,008+107.1% | $92,240+138.0% | $147,586+48.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.63% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $11,297 | $4,333+160.7% | $3,680+207.0% | $4,876+131.7% |
| Participant deferral / active EE | $10,622 | $4,478+137.2% | $3,897+172.6% | $5,439+95.3% |
| Admin fee / account holder | $944 | $6,333-85.1% | $5,194-81.8% | $10,886-91.3% |