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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 | $113,649 | $100,911+12.6% | $90,440+25.7% | $158,966-28.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.84% | 1726.62%-1710.8pp | 1294.38%-1278.5pp | 302.95%-287.1pp |
| Employer contribution / active EE | $15,941 | $3,690+332.0% | $3,263+388.5% | $4,762+234.7% |
| Participant deferral / active EE | $6,768 | $4,348+55.6% | $3,964+70.8% | $5,983+13.1% |
| Admin fee / account holder | $5,080 | $6,507-21.9% | $5,615-9.5% | $11,250-54.8% |