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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 | $157,346 | $110,801+42.0% | $86,615+81.7% | $167,536-6.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.11% | 116.96%-101.8pp | 63.51%-48.4pp | 478.82%-463.7pp |
| Employer contribution / active EE | $6,096 | $3,245+87.9% | $2,496+144.3% | $4,839+26.0% |
| Participant deferral / active EE | $11,593 | $4,547+155.0% | $3,699+213.4% | $6,342+82.8% |
| Admin fee / account holder | $45,292 | $8,417+438.1% | $5,830+676.9% | $12,315+267.8% |