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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 | $144,535 | $168,635-14.3% | $147,617-2.1% | $125,389+15.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.15% | 77.65%-76.5pp | 61.98%-60.8pp | 282.24%-281.1pp |
| Employer contribution / active EE | $9,851 | $6,252+57.6% | $5,564+77.0% | $4,866+102.4% |
| Participant deferral / active EE | $9,220 | $5,507+67.4% | $4,895+88.3% | $5,352+72.3% |
| Admin fee / account holder | $148,576 | $13,580+994.0% | $11,612+1179.5% | $9,541+1457.3% |