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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 | $124,407 | $159,934-22.2% | $147,005-15.4% | $145,959-14.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $13,609 | $5,287+157.4% | $4,934+175.8% | $4,661+192.0% |
| Participant deferral / active EE | $9,906 | $8,427+17.5% | $8,070+22.8% | $6,689+48.1% |
| Admin fee / account holder | $4,863 | $15,053-67.7% | $13,006-62.6% | $13,398-63.7% |