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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 | $141,261 | $105,200+34.3% | $159,474-11.4% | $85,847+64.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.67% | 45.08%-31.4pp | 263.68%-250.0pp | 318.61%-304.9pp |
| Employer contribution / active EE | $17,581 | $3,319+429.8% | $4,831+263.9% | $2,565+585.3% |
| Participant deferral / active EE | $12,398 | $5,946+108.5% | $7,353+68.6% | $3,952+213.7% |
| Admin fee / account holder | $2,041 | $6,934-70.6% | $10,802-81.1% | $6,261-67.4% |