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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 | $114,885 | $107,363+7.0% | $92,909+23.7% | $152,897-24.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.29% | 145.63%-128.3pp | 109.44%-92.1pp | 345.43%-328.1pp |
| Employer contribution / active EE | $21,586 | $4,222+411.3% | $3,653+490.9% | $4,764+353.2% |
| Participant deferral / active EE | $9,975 | $4,848+105.8% | $4,238+135.4% | $5,851+70.5% |
| Admin fee / account holder | $74,167 | $7,082+947.3% | $5,795+1179.8% | $11,599+539.4% |