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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 | $183,123 | $155,833+17.5% | $124,693+46.9% | $167,536+9.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 19.06% | 17.98%+1.1pp | 5144.19%-5125.1pp | 478.82%-459.8pp |
| Employer contribution / active EE | $9,807 | $4,164+135.5% | $3,324+195.0% | $4,839+102.7% |
| Participant deferral / active EE | $8,800 | $5,675+55.1% | $4,615+90.7% | $6,342+38.8% |
| Admin fee / account holder | $887 | $9,534-90.7% | $7,494-88.2% | $12,315-92.8% |