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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 | $132,568 | $175,257-24.4% | $149,717-11.5% | $139,456-4.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.36% | 166.70%-148.3pp | 134.41%-116.0pp | 373.45%-355.1pp |
| Employer contribution / active EE | $9,149 | $5,477+67.0% | $4,820+89.8% | $4,753+92.5% |
| Participant deferral / active EE | $5,251 | $6,521-19.5% | $5,682-7.6% | $6,711-21.8% |
| Admin fee / account holder | $842 | $16,156-94.8% | $13,213-93.6% | $11,407-92.6% |