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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 | $169,212 | $106,005+59.6% | $92,239+83.5% | $147,585+14.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.30% | 50.05%-31.7pp | 176.29%-158.0pp | 578.58%-560.3pp |
| Employer contribution / active EE | $3,750 | $4,333-13.5% | $3,680+1.9% | $4,876-23.1% |
| Participant deferral / active EE | $6,297 | $4,478+40.6% | $3,897+61.6% | $5,439+15.8% |
| Admin fee / account holder | $11,631 | $6,333+83.7% | $5,194+123.9% | $10,886+6.8% |