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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 | $206,115 | $106,008+94.4% | $92,240+123.5% | $147,586+39.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.90% | 50.05%-30.1pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $3,894 | $4,333-10.1% | $3,680+5.8% | $4,876-20.1% |
| Participant deferral / active EE | $8,065 | $4,478+80.1% | $3,897+107.0% | $5,439+48.3% |
| Admin fee / account holder | $31,182 | $6,333+392.4% | $5,194+500.3% | $10,886+186.5% |