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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 | $147,454 | $104,953+40.5% | $84,637+74.2% | $152,909-3.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.78% | 373.94%-352.2pp | 258.82%-237.0pp | 345.46%-323.7pp |
| Employer contribution / active EE | $10,408 | $3,304+215.0% | $2,653+292.3% | $4,764+118.5% |
| Participant deferral / active EE | $9,277 | $4,691+97.8% | $3,900+137.9% | $5,851+58.5% |
| Admin fee / account holder | $22,781 | $6,244+264.8% | $4,914+363.6% | $11,601+96.4% |