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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 | $101,203 | $111,814-9.5% | $93,654+8.1% | $145,959-30.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.81% | 203.30%-192.5pp | 133.34%-122.5pp | 561.95%-551.1pp |
| Employer contribution / active EE | $10,901 | $3,092+252.6% | $2,421+350.3% | $4,661+133.9% |
| Participant deferral / active EE | $6,677 | $4,914+35.9% | $4,413+51.3% | $6,689-0.2% |
| Admin fee / account holder | $15,604 | $10,246+52.3% | $8,282+88.4% | $13,398+16.5% |