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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 | $135,164 | $183,592-26.4% | $155,567-13.1% | $145,959-7.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.88% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $9,789 | $5,315+84.2% | $4,674+109.4% | $4,661+110.0% |
| Participant deferral / active EE | $15,286 | $6,464+136.5% | $5,628+171.6% | $6,689+128.5% |
| Admin fee / account holder | $596 | $19,318-96.9% | $15,916-96.3% | $13,398-95.6% |