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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 | $110,493 | $159,978-30.9% | $147,041-24.9% | $145,978-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.14% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $9,099 | $5,288+72.1% | $4,935+84.4% | $4,662+95.2% |
| Participant deferral / active EE | $7,143 | $8,429-15.3% | $8,071-11.5% | $6,690+6.8% |
| Admin fee / account holder | $1,323 | $15,053-91.2% | $13,006-89.8% | $13,400-90.1% |