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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 | $152,228 | $102,429+48.6% | $147,096+3.5% | $80,925+88.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.69% | 135.02%-121.3pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $7,682 | $3,716+106.8% | $4,936+55.6% | $2,756+178.7% |
| Participant deferral / active EE | $8,972 | $6,649+35.0% | $8,071+11.2% | $4,299+108.7% |
| Admin fee / account holder | $34,107 | $7,957+328.7% | $13,005+162.3% | $6,940+391.5% |