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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 | $131,767 | $102,382+28.7% | $147,005-10.4% | $80,874+62.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.20% | 134.89%-117.7pp | 418.76%-401.6pp | 35.62%-18.4pp |
| Employer contribution / active EE | $6,147 | $3,715+65.5% | $4,934+24.6% | $2,756+123.1% |
| Participant deferral / active EE | $14,475 | $6,646+117.8% | $8,070+79.4% | $4,297+236.9% |
| Admin fee / account holder | $4,357 | $7,942-45.1% | $13,006-66.5% | $6,935-37.2% |