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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 | $107,494 | $209,428-48.7% | $178,498-39.8% | $158,950-32.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.00% | 188.78%-172.8pp | 151.09%-135.1pp | 302.91%-286.9pp |
| Employer contribution / active EE | $11,009 | $5,707+92.9% | $5,011+119.7% | $4,762+131.2% |
| Participant deferral / active EE | $7,200 | $5,955+20.9% | $5,202+38.4% | $5,983+20.3% |
| Admin fee / account holder | $2,066 | $17,077-87.9% | $13,985-85.2% | $11,248-81.6% |