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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 | $192,057 | $152,612+25.8% | $125,192+53.4% | $152,897+25.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.41% | 54.85%-40.4pp | 43.79%-29.4pp | 345.43%-331.0pp |
| Employer contribution / active EE | $10,931 | $4,947+120.9% | $3,866+182.7% | $4,764+129.5% |
| Participant deferral / active EE | $11,354 | $5,868+93.5% | $4,937+130.0% | $5,851+94.1% |
| Admin fee / account holder | $26,558 | $13,437+97.7% | $9,704+173.7% | $11,599+129.0% |