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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 | $125,244 | $175,259-28.5% | $149,723-16.4% | $139,487-10.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.30% | 166.82%-150.5pp | 134.50%-118.2pp | 373.84%-357.5pp |
| Employer contribution / active EE | $14,117 | $5,478+157.7% | $4,821+192.8% | $4,755+196.9% |
| Participant deferral / active EE | $7,119 | $6,522+9.2% | $5,682+25.3% | $6,713+6.1% |
| Admin fee / account holder | $1,193 | $16,158-92.6% | $13,215-91.0% | $11,407-89.5% |