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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 | $133,036 | $198,457-33.0% | $170,435-21.9% | $147,586-9.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.55% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.0pp |
| Employer contribution / active EE | $13,833 | $6,183+123.7% | $5,432+154.6% | $4,876+183.7% |
| Participant deferral / active EE | $15,684 | $5,629+178.6% | $4,939+217.5% | $5,439+188.4% |
| Admin fee / account holder | $321 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |