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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 | $159,253 | $209,888-24.1% | $189,545-16.0% | $167,553-5.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.42% | 748.66%-736.2pp | 555.36%-542.9pp | 478.89%-466.5pp |
| Employer contribution / active EE | $4,663 | $6,915-32.6% | $6,162-24.3% | $4,840-3.6% |
| Participant deferral / active EE | $10,426 | $8,934+16.7% | $8,220+26.8% | $6,343+64.4% |
| Admin fee / account holder | $3,067 | $14,300-78.5% | $12,049-74.5% | $12,316-75.1% |