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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 | $190,680 | $102,385+86.2% | $147,080+29.6% | $80,935+135.6% |
| Participation rate | 98.8% | 75.9%+22.9pp | 82.2%+16.6pp | 67.7%+31.1pp |
| Annual return | 15.66% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $10,577 | $3,717+184.6% | $4,933+114.4% | $2,757+283.7% |
| Participant deferral / active EE | $15,114 | $6,651+127.2% | $8,066+87.4% | $4,299+251.5% |
| Admin fee / account holder | $5,114 | $7,951-35.7% | $12,989-60.6% | $6,924-26.1% |