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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 | $143,760 | $168,636-14.8% | $147,618-2.6% | $125,388+14.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 8.12% | 77.65%-69.5pp | 61.98%-53.9pp | 282.24%-274.1pp |
| Employer contribution / active EE | $19,715 | $6,252+215.3% | $5,565+254.3% | $4,866+305.1% |
| Participant deferral / active EE | $12,731 | $5,507+131.2% | $4,895+160.1% | $5,352+137.9% |
| Admin fee / account holder | $56,027 | $13,580+312.6% | $11,612+382.5% | $9,541+487.2% |