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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 | $172,873 | $115,796+49.3% | $101,264+70.7% | $158,950+8.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.71% | 56.15%-46.4pp | 46.48%-36.8pp | 302.91%-293.2pp |
| Employer contribution / active EE | $17,399 | $4,175+316.7% | $3,660+375.4% | $4,762+265.4% |
| Participant deferral / active EE | $8,410 | $4,958+69.6% | $4,370+92.4% | $5,983+40.6% |
| Admin fee / account holder | $1,784 | $7,247-75.4% | $5,947-70.0% | $11,248-84.1% |