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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 | $153,310 | $160,028-4.2% | $147,080+4.2% | $145,884+5.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.17% | 98.60%-81.4pp | 420.17%-403.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $8,873 | $5,286+67.9% | $4,933+79.9% | $4,662+90.3% |
| Participant deferral / active EE | $5,969 | $8,422-29.1% | $8,066-26.0% | $6,690-10.8% |
| Admin fee / account holder | $3,791 | $15,030-74.8% | $12,989-70.8% | $13,392-71.7% |