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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 | $104,573 | $148,582-29.6% | $135,942-23.1% | $139,456-25.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.84% | 79.26%-65.4pp | 68.28%-54.4pp | 373.45%-359.6pp |
| Employer contribution / active EE | $10,457 | $5,245+99.4% | $4,858+115.3% | $4,753+120.0% |
| Participant deferral / active EE | $7,057 | $8,101-12.9% | $7,759-9.1% | $6,711+5.1% |
| Admin fee / account holder | $653 | $12,402-94.7% | $10,764-93.9% | $11,407-94.3% |