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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 | $218,930 | $106,008+106.5% | $92,240+137.3% | $147,586+48.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.08% | 50.05%-33.0pp | 176.29%-159.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $3,214 | $4,333-25.8% | $3,680-12.7% | $4,876-34.1% |
| Participant deferral / active EE | $7,485 | $4,478+67.1% | $3,897+92.1% | $5,439+37.6% |
| Admin fee / account holder | $68,565 | $6,333+982.7% | $5,194+1220.0% | $10,886+529.9% |