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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 | $121,237 | $114,093+6.3% | $96,171+26.1% | $167,536-27.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 17.96% | 190.00%-172.0pp | 192.04%-174.1pp | 478.82%-460.9pp |
| Employer contribution / active EE | $7,229 | $3,429+110.8% | $2,799+158.3% | $4,839+49.4% |
| Participant deferral / active EE | $5,133 | $5,197-1.2% | $4,350+18.0% | $6,342-19.1% |
| Admin fee / account holder | $9,703 | $6,899+40.6% | $5,538+75.2% | $12,315-21.2% |