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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 | $150,821 | $209,428-28.0% | $178,498-15.5% | $158,950-5.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.15% | 188.78%-170.6pp | 151.09%-132.9pp | 302.91%-284.8pp |
| Employer contribution / active EE | $1,284 | $5,707-77.5% | $5,011-74.4% | $4,762-73.0% |
| Participant deferral / active EE | $2,764 | $5,955-53.6% | $5,202-46.9% | $5,983-53.8% |
| Admin fee / account holder | $613 | $17,077-96.4% | $13,985-95.6% | $11,248-94.5% |