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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 | $162,738 | $115,814+40.5% | $101,275+60.7% | $158,982+2.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.49% | 56.16%-34.7pp | 46.48%-25.0pp | 302.99%-281.5pp |
| Employer contribution / active EE | $7,841 | $4,176+87.8% | $3,660+114.2% | $4,763+64.6% |
| Participant deferral / active EE | $5,461 | $4,958+10.1% | $4,371+24.9% | $5,983-8.7% |
| Admin fee / account holder | $10,357 | $7,249+42.9% | $5,948+74.1% | $11,252-8.0% |