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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 | $114,344 | $99,011+15.5% | $86,582+32.1% | $147,586-22.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.66% | 1312.75%-1303.1pp | 965.08%-955.4pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,786 | $3,132-43.0% | $2,839-37.1% | $4,876-63.4% |
| Participant deferral / active EE | $12,979 | $3,972+226.7% | $3,609+259.7% | $5,439+138.6% |
| Admin fee / account holder | $17,891 | $5,709+213.4% | $4,904+264.8% | $10,886+64.4% |