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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 | $103,911 | $159,978-35.0% | $147,041-29.3% | $145,978-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 98.36%-83.8pp | 419.21%-404.7pp | 550.52%-536.0pp |
| Employer contribution / active EE | $8,919 | $5,288+68.7% | $4,935+80.7% | $4,662+91.3% |
| Participant deferral / active EE | $15,764 | $8,429+87.0% | $8,071+95.3% | $6,690+135.6% |
| Admin fee / account holder | $16,112 | $15,053+7.0% | $13,006+23.9% | $13,400+20.2% |