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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 | $129,098 | $144,130-10.4% | $117,861+9.5% | $147,586-12.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.60% | 531.20%-513.6pp | 335.11%-317.5pp | 578.59%-561.0pp |
| Employer contribution / active EE | $4,817 | $4,897-1.6% | $3,786+27.2% | $4,876-1.2% |
| Participant deferral / active EE | $6,474 | $5,316+21.8% | $4,482+44.4% | $5,439+19.0% |
| Admin fee / account holder | $6,670 | $10,887-38.7% | $8,021-16.8% | $10,886-38.7% |