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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 | $132,109 | $175,231-24.6% | $149,696-11.7% | $139,466-5.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.60% | 166.77%-149.2pp | 134.46%-116.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $24,009 | $5,478+338.3% | $4,821+398.0% | $4,754+405.0% |
| Participant deferral / active EE | $14,668 | $6,521+124.9% | $5,682+158.1% | $6,712+118.5% |
| Admin fee / account holder | $35,962 | $16,155+122.6% | $13,212+172.2% | $11,409+215.2% |