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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 | $137,610 | $102,422+34.4% | $147,117-6.5% | $80,959+70.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 15.92% | 135.16%-119.2pp | 420.54%-404.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $8,853 | $3,717+138.1% | $4,932+79.5% | $2,757+221.1% |
| Participant deferral / active EE | $11,032 | $6,652+65.8% | $8,065+36.8% | $4,300+156.5% |
| Admin fee / account holder | $2,432 | $7,953-69.4% | $12,993-81.3% | $6,925-64.9% |