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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 | $144,721 | $175,231-17.4% | $149,696-3.3% | $139,466+3.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.08% | 166.77%-150.7pp | 134.46%-118.4pp | 373.66%-357.6pp |
| Employer contribution / active EE | $7,334 | $5,478+33.9% | $4,821+52.1% | $4,754+54.3% |
| Participant deferral / active EE | $8,086 | $6,521+24.0% | $5,682+42.3% | $6,712+20.5% |
| Admin fee / account holder | $12,286 | $16,155-23.9% | $13,212-7.0% | $11,409+7.7% |