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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 | $121,739 | $106,008+14.8% | $92,240+32.0% | $147,586-17.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.70% | 50.05%-35.4pp | 176.29%-161.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $15,738 | $4,333+263.2% | $3,680+327.7% | $4,876+222.7% |
| Participant deferral / active EE | $12,230 | $4,478+173.1% | $3,897+213.8% | $5,439+124.9% |
| Admin fee / account holder | $1,158 | $6,333-81.7% | $5,194-77.7% | $10,886-89.4% |