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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 | $157,559 | $109,327+44.1% | $89,391+76.3% | $158,931-0.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.57% | 345.68%-326.1pp | 245.62%-226.0pp | 302.86%-283.3pp |
| Employer contribution / active EE | $1,653 | $3,170-47.9% | $2,586-36.1% | $4,761-65.3% |
| Participant deferral / active EE | $8,179 | $4,598+77.9% | $3,890+110.3% | $5,982+36.7% |
| Admin fee / account holder | $714 | $6,153-88.4% | $4,881-85.4% | $11,247-93.7% |