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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 | $165,869 | $150,207+10.4% | $120,380+37.8% | $145,978+13.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.23% | 154.28%-145.1pp | 107.28%-98.1pp | 550.52%-541.3pp |
| Employer contribution / active EE | $10,614 | $4,351+144.0% | $3,465+206.3% | $4,662+127.7% |
| Participant deferral / active EE | $22,275 | $6,175+260.7% | $4,992+346.2% | $6,690+233.0% |
| Admin fee / account holder | $629 | $12,203-94.8% | $9,421-93.3% | $13,400-95.3% |