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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 | $176,163 | $88,778+98.4% | $81,844+115.2% | $145,884+20.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 22.27% | 1033.03%-1010.8pp | 778.87%-756.6pp | 551.85%-529.6pp |
| Employer contribution / active EE | $10,285 | $3,087+233.2% | $2,916+252.7% | $4,662+120.6% |
| Participant deferral / active EE | $15,246 | $4,648+228.0% | $4,323+252.6% | $6,690+127.9% |
| Admin fee / account holder | $2,769 | $8,430-67.2% | $7,355-62.4% | $13,392-79.3% |