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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 | $113,107 | $175,259-35.5% | $149,723-24.5% | $139,487-18.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.59% | 166.82%-136.2pp | 134.50%-103.9pp | 373.84%-343.3pp |
| Employer contribution / active EE | $12,238 | $5,478+123.4% | $4,821+153.8% | $4,755+157.4% |
| Participant deferral / active EE | $21,418 | $6,522+228.4% | $5,682+276.9% | $6,713+219.1% |
| Admin fee / account holder | $918 | $16,158-94.3% | $13,215-93.1% | $11,407-92.0% |