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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 | $240,150 | $115,814+107.4% | $101,275+137.1% | $158,982+51.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.61% | 56.16%-37.5pp | 46.48%-27.9pp | 302.99%-284.4pp |
| Employer contribution / active EE | $11,740 | $4,176+181.2% | $3,660+220.8% | $4,763+146.5% |
| Participant deferral / active EE | $10,326 | $4,958+108.3% | $4,371+136.3% | $5,983+72.6% |
| Admin fee / account holder | $10,477 | $7,249+44.5% | $5,948+76.2% | $11,252-6.9% |