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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 | $148,260 | $105,145+41.0% | $94,664+56.6% | $139,466+6.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 38.09%-25.5pp | 156.84%-144.2pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,992 | $4,107-51.5% | $3,673-45.8% | $4,754-58.1% |
| Participant deferral / active EE | $16,290 | $7,599+114.4% | $7,417+119.6% | $6,712+142.7% |
| Admin fee / account holder | $2,211 | $8,972-75.4% | $7,222-69.4% | $11,409-80.6% |