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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 | $113,430 | $102,429+10.7% | $147,096-22.9% | $80,925+40.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.21% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $5,906 | $3,716+59.0% | $4,936+19.7% | $2,756+114.3% |
| Participant deferral / active EE | $11,472 | $6,649+72.6% | $8,071+42.1% | $4,299+166.9% |
| Admin fee / account holder | $13,666 | $7,957+71.7% | $13,005+5.1% | $6,940+96.9% |