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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 | $149,020 | $105,158+41.7% | $94,672+57.4% | $139,487+6.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.40% | 38.11%-20.7pp | 156.89%-139.5pp | 373.84%-356.4pp |
| Employer contribution / active EE | $16,037 | $4,107+290.4% | $3,673+336.6% | $4,755+237.3% |
| Participant deferral / active EE | $11,728 | $7,599+54.3% | $7,417+58.1% | $6,713+74.7% |
| Admin fee / account holder | $13,592 | $8,972+51.5% | $7,222+88.2% | $11,407+19.2% |