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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 | $130,523 | $111,830+16.7% | $93,696+39.3% | $145,884-10.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.16% | 204.08%-194.9pp | 133.74%-124.6pp | 551.85%-542.7pp |
| Employer contribution / active EE | $13,039 | $3,093+321.6% | $2,422+438.4% | $4,662+179.7% |
| Participant deferral / active EE | $10,811 | $4,920+119.7% | $4,417+144.8% | $6,690+61.6% |
| Admin fee / account holder | $1,661 | $10,249-83.8% | $8,287-80.0% | $13,392-87.6% |