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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 | $121,630 | $149,040-18.4% | $120,225+1.2% | $137,256-11.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.04% | 605.68%-594.6pp | 439.23%-428.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $10,472 | $4,350+140.7% | $3,475+201.3% | $4,156+152.0% |
| Participant deferral / active EE | $6,298 | $4,655+35.3% | $3,999+57.5% | $6,407-1.7% |
| Admin fee / account holder | $15,005 | $6,348+136.4% | $5,696+163.4% | $12,270+22.3% |