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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 | $139,315 | $183,539-24.1% | $155,556-10.4% | $145,897-4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.92% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $12,345 | $5,315+132.2% | $4,675+164.0% | $4,663+164.8% |
| Participant deferral / active EE | $8,502 | $6,467+31.5% | $5,631+51.0% | $6,689+27.1% |
| Admin fee / account holder | $1,611 | $19,275-91.6% | $15,885-89.9% | $13,390-88.0% |