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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 | $125,163 | $88,710+41.1% | $81,783+53.0% | $145,959-14.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.23% | 1027.26%-1010.0pp | 775.05%-757.8pp | 561.95%-544.7pp |
| Employer contribution / active EE | $14,097 | $3,083+357.2% | $2,913+384.0% | $4,661+202.5% |
| Participant deferral / active EE | $10,050 | $4,645+116.4% | $4,320+132.6% | $6,689+50.3% |
| Admin fee / account holder | $4,813 | $8,407-42.7% | $7,380-34.8% | $13,398-64.1% |