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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 | $159,578 | $102,429+55.8% | $147,096+8.5% | $80,925+97.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.51% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $5,875 | $3,716+58.1% | $4,936+19.0% | $2,756+113.1% |
| Participant deferral / active EE | $15,594 | $6,649+134.5% | $8,071+93.2% | $4,299+262.8% |
| Admin fee / account holder | $49,027 | $7,957+516.2% | $13,005+277.0% | $6,940+606.4% |