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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 | $159,574 | $99,921+59.7% | $85,009+87.7% | $145,959+9.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 23.62% | 83.89%-60.3pp | 66.47%-42.8pp | 561.95%-538.3pp |
| Employer contribution / active EE | $9,936 | $3,233+207.3% | $2,728+264.2% | $4,661+113.2% |
| Participant deferral / active EE | $11,875 | $5,293+124.4% | $4,522+162.6% | $6,689+77.5% |
| Admin fee / account holder | $1,250 | $7,252-82.8% | $6,153-79.7% | $13,398-90.7% |