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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 | $136,056 | $175,259-22.4% | $149,723-9.1% | $139,487-2.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.40% | 166.82%-152.4pp | 134.50%-120.1pp | 373.84%-359.4pp |
| Employer contribution / active EE | $5,403 | $5,478-1.4% | $4,821+12.1% | $4,755+13.6% |
| Participant deferral / active EE | $9,000 | $6,522+38.0% | $5,682+58.4% | $6,713+34.1% |
| Admin fee / account holder | $364 | $16,158-97.7% | $13,215-97.2% | $11,407-96.8% |