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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 | $118,311 | $102,385+15.6% | $147,080-19.6% | $80,935+46.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.10% | 135.09%-122.0pp | 420.17%-407.1pp | 35.66%-22.6pp |
| Employer contribution / active EE | $5,979 | $3,717+60.9% | $4,933+21.2% | $2,757+116.9% |
| Participant deferral / active EE | $14,539 | $6,651+118.6% | $8,066+80.2% | $4,299+238.1% |
| Admin fee / account holder | $10,931 | $7,951+37.5% | $12,989-15.8% | $6,924+57.9% |