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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 | $169,928 | $106,894+59.0% | $84,016+102.3% | $152,870+11.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.44% | 104.99%-84.5pp | 71.31%-50.9pp | 345.34%-324.9pp |
| Employer contribution / active EE | $10,928 | $2,734+299.7% | $1,983+451.0% | $4,763+129.4% |
| Participant deferral / active EE | $7,330 | $4,011+82.7% | $3,239+126.3% | $5,850+25.3% |
| Admin fee / account holder | $1,045 | $8,286-87.4% | $6,101-82.9% | $11,597-91.0% |