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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 | $151,587 | $109,872+38.0% | $98,483+53.9% | $167,536-9.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.89% | 1959.31%-1948.4pp | 1494.38%-1483.5pp | 478.82%-467.9pp |
| Employer contribution / active EE | $1,366 | $3,225-57.7% | $2,961-53.9% | $4,839-71.8% |
| Participant deferral / active EE | $10,369 | $4,673+121.9% | $4,276+142.5% | $6,342+63.5% |
| Admin fee / account holder | $1,833 | $6,757-72.9% | $5,953-69.2% | $12,315-85.1% |