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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 | $143,727 | $198,457-27.6% | $170,435-15.7% | $147,586-2.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.62% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $17,368 | $6,183+180.9% | $5,432+219.7% | $4,876+256.2% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $3,915 | $16,852-76.8% | $13,881-71.8% | $10,886-64.0% |