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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 | $101,911 | $198,461-48.6% | $170,436-40.2% | $147,585-30.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.80% | 257.30%-242.5pp | 205.94%-191.1pp | 578.57%-563.8pp |
| Employer contribution / active EE | $22,868 | $6,184+269.8% | $5,433+320.9% | $4,876+369.0% |
| Participant deferral / active EE | $11,286 | $5,629+100.5% | $4,939+128.5% | $5,439+107.5% |
| Admin fee / account holder | $8,151 | $16,852-51.6% | $13,880-41.3% | $10,885-25.1% |