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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 | $121,457 | $65,423+85.6% | $98,477+23.3% | $85,856+41.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.67% | 21.76%-9.1pp | 1493.59%-1480.9pp | 318.58%-305.9pp |
| Employer contribution / active EE | $3,140 | $2,168+44.8% | $2,961+6.1% | $2,565+22.4% |
| Participant deferral / active EE | $7,909 | $3,167+149.7% | $4,276+84.9% | $3,952+100.1% |
| Admin fee / account holder | $11,265 | $4,594+145.2% | $5,951+89.3% | $6,261+79.9% |