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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 | $136,250 | $95,601+42.5% | $77,183+76.5% | $139,456-2.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.61% | 54.96%-39.3pp | 37.89%-22.3pp | 373.45%-357.8pp |
| Employer contribution / active EE | $6,637 | $3,145+111.0% | $2,534+161.9% | $4,753+39.6% |
| Participant deferral / active EE | $5,550 | $4,623+20.1% | $3,833+44.8% | $6,711-17.3% |
| Admin fee / account holder | $17,785 | $8,302+114.2% | $5,475+224.8% | $11,407+55.9% |