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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 | $126,407 | $159,978-21.0% | $147,041-14.0% | $145,978-13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 98.36%-86.1pp | 419.21%-406.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,814 | $5,288-46.8% | $4,935-43.0% | $4,662-39.6% |
| Participant deferral / active EE | $13,575 | $8,429+61.1% | $8,071+68.2% | $6,690+102.9% |
| Admin fee / account holder | $54,585 | $15,053+262.6% | $13,006+319.7% | $13,400+307.3% |