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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 | $112,158 | $183,539-38.9% | $155,556-27.9% | $145,897-23.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.26% | 61.31%-52.0pp | 64.84%-55.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $14,947 | $5,315+181.2% | $4,675+219.7% | $4,663+220.6% |
| Participant deferral / active EE | $13,596 | $6,467+110.2% | $5,631+141.5% | $6,689+103.2% |
| Admin fee / account holder | $1,906 | $19,275-90.1% | $15,885-88.0% | $13,390-85.8% |