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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 | $113,769 | $183,539-38.0% | $155,556-26.9% | $145,897-22.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.34% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $13,763 | $5,315+158.9% | $4,675+194.4% | $4,663+195.2% |
| Participant deferral / active EE | $7,275 | $6,467+12.5% | $5,631+29.2% | $6,689+8.8% |
| Admin fee / account holder | $1,099 | $19,275-94.3% | $15,885-93.1% | $13,390-91.8% |