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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 | $140,778 | $184,000-23.5% | $162,185-13.2% | $152,909-7.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.74% | 150.80%-135.1pp | 115.61%-99.9pp | 345.46%-329.7pp |
| Employer contribution / active EE | $6,415 | $6,370+0.7% | $5,613+14.3% | $4,764+34.7% |
| Participant deferral / active EE | $13,588 | $8,033+69.2% | $7,297+86.2% | $5,851+132.2% |
| Admin fee / account holder | $3,436 | $13,124-73.8% | $10,844-68.3% | $11,601-70.4% |