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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 | $163,551 | $72,071+126.9% | $68,368+139.2% | $137,256+19.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.73% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,589 | $2,788+28.7% | $2,649+35.5% | $4,156-13.6% |
| Participant deferral / active EE | $8,475 | $4,410+92.2% | $4,123+105.6% | $6,407+32.3% |
| Admin fee / account holder | $31,790 | $5,336+495.8% | $5,150+517.3% | $12,270+159.1% |