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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 | $101,499+46.5% | $147,005+1.1% | $74,546+99.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.12% | 8732.34%-8719.2pp | 418.76%-405.6pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $3,563 | $3,811-6.5% | $4,934-27.8% | $2,624+35.8% |
| Participant deferral / active EE | $9,688 | $7,304+32.6% | $8,070+20.1% | $4,347+122.8% |
| Admin fee / account holder | $6,885 | $1,748+293.9% | $13,006-47.1% | $1,944+254.2% |