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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 | $138,577 | $90,530+53.1% | $76,030+82.3% | $145,897-5.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 625.08%-615.4pp | 361.54%-351.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $5,426 | $3,319+63.5% | $2,688+101.9% | $4,663+16.4% |
| Participant deferral / active EE | $8,114 | $5,164+57.1% | $4,257+90.6% | $6,689+21.3% |
| Admin fee / account holder | $4,871 | $8,383-41.9% | $6,421-24.1% | $13,390-63.6% |