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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 | $170,112 | $103,038+65.1% | $90,324+88.3% | $152,909+11.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.95% | 95.25%-74.3pp | 78.15%-57.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $5,465 | $3,141+74.0% | $2,856+91.4% | $4,764+14.7% |
| Participant deferral / active EE | $10,506 | $4,282+145.3% | $3,885+170.4% | $5,851+79.5% |
| Admin fee / account holder | $378 | $6,177-93.9% | $5,356-92.9% | $11,601-96.7% |