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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 | $160,536 | $72,071+122.7% | $68,368+134.8% | $137,256+17.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 64.70% | 353.14%-288.4pp | 292.57%-227.9pp | 220.34%-155.6pp |
| Employer contribution / active EE | $8,776 | $2,788+214.8% | $2,649+231.3% | $4,156+111.2% |
| Participant deferral / active EE | $17,612 | $4,410+299.4% | $4,123+327.2% | $6,407+174.9% |
| Admin fee / account holder | $17,944 | $5,336+236.3% | $5,150+248.4% | $12,270+46.2% |