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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 | $153,097 | $100,911+51.7% | $90,440+69.3% | $158,966-3.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.17% | 1726.62%-1708.4pp | 1294.38%-1276.2pp | 302.95%-284.8pp |
| Employer contribution / active EE | $10,111 | $3,690+174.0% | $3,263+209.9% | $4,762+112.3% |
| Participant deferral / active EE | $5,334 | $4,348+22.7% | $3,964+34.6% | $5,983-10.9% |
| Admin fee / account holder | $3,800 | $6,507-41.6% | $5,615-32.3% | $11,250-66.2% |