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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 | $139,370 | $183,627-24.1% | $155,602-10.4% | $145,978-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.43% | 61.32%-41.9pp | 64.81%-45.4pp | 550.52%-531.1pp |
| Employer contribution / active EE | $10,279 | $5,316+93.3% | $4,675+119.8% | $4,662+120.5% |
| Participant deferral / active EE | $6,131 | $6,466-5.2% | $5,629+8.9% | $6,690-8.3% |
| Admin fee / account holder | $802 | $19,327-95.9% | $15,923-95.0% | $13,400-94.0% |