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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 | $139,701 | $160,040-12.7% | $147,096-5.0% | $145,877-4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.28% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $12,974 | $5,289+145.3% | $4,936+162.9% | $4,663+178.2% |
| Participant deferral / active EE | $3,993 | $8,429-52.6% | $8,071-50.5% | $6,691-40.3% |
| Admin fee / account holder | $1,261 | $15,050-91.6% | $13,005-90.3% | $13,402-90.6% |