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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 | $115,002 | $184,000-37.5% | $162,185-29.1% | $152,909-24.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.79% | 150.80%-128.0pp | 115.61%-92.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $11,406 | $6,370+79.1% | $5,613+103.2% | $4,764+139.4% |
| Participant deferral / active EE | $13,550 | $8,033+68.7% | $7,297+85.7% | $5,851+131.6% |
| Admin fee / account holder | $83,382 | $13,124+535.3% | $10,844+668.9% | $11,601+618.8% |