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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 | $148,669 | $101,672+46.2% | $147,117+1.1% | $74,478+99.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.12% | 8757.83%-8744.7pp | 420.54%-407.4pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $3,563 | $3,813-6.6% | $4,932-27.8% | $2,626+35.7% |
| Participant deferral / active EE | $9,688 | $7,305+32.6% | $8,065+20.1% | $4,350+122.7% |
| Admin fee / account holder | $6,885 | $1,753+292.7% | $12,993-47.0% | $1,946+253.8% |