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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 | $194,516 | $90,614+114.7% | $76,089+155.6% | $145,877+33.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 86.36% | 623.80%-537.4pp | 360.94%-274.6pp | 551.28%-464.9pp |
| Employer contribution / active EE | $1,145 | $3,324-65.6% | $2,690-57.4% | $4,663-75.4% |
| Participant deferral / active EE | $2,107 | $5,168-59.2% | $4,259-50.5% | $6,691-68.5% |
| Admin fee / account holder | $10,981 | $8,376+31.1% | $6,418+71.1% | $13,402-18.1% |