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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 | $137,958 | $104,544+32.0% | $76,657+80.0% | $152,897-9.8% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.5%-4.7pp |
| Annual return | 18.71% | 1014.36%-995.6pp | 1166.74%-1148.0pp | 345.43%-326.7pp |
| Employer contribution / active EE | $10,001 | $3,118+220.8% | $2,303+334.3% | $4,764+109.9% |
| Participant deferral / active EE | $8,317 | $4,236+96.3% | $3,335+149.3% | $5,851+42.1% |
| Admin fee / account holder | $3,668 | $12,286-70.1% | $6,423-42.9% | $11,599-68.4% |