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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 | $175,570 | $104,544+67.9% | $76,657+129.0% | $152,897+14.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.14% | 1014.36%-996.2pp | 1166.74%-1148.6pp | 345.43%-327.3pp |
| Employer contribution / active EE | $10,768 | $3,118+245.4% | $2,303+367.7% | $4,764+126.1% |
| Participant deferral / active EE | $1,195 | $4,236-71.8% | $3,335-64.2% | $5,851-79.6% |
| Admin fee / account holder | $5,163 | $12,286-58.0% | $6,423-19.6% | $11,599-55.5% |