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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 | $192,711 | $107,363+79.5% | $92,909+107.4% | $152,897+26.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.63% | 145.63%-127.0pp | 109.44%-90.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $15,340 | $4,222+263.3% | $3,653+319.9% | $4,764+222.0% |
| Participant deferral / active EE | $10,978 | $4,848+126.5% | $4,238+159.0% | $5,851+87.6% |
| Admin fee / account holder | $1,920 | $7,082-72.9% | $5,795-66.9% | $11,599-83.5% |