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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 | $119,127 | $160,070-25.6% | $147,117-19.0% | $145,897-18.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.34% | 98.69%-87.3pp | 420.54%-409.2pp | 552.29%-541.0pp |
| Employer contribution / active EE | $8,041 | $5,285+52.2% | $4,932+63.0% | $4,663+72.5% |
| Participant deferral / active EE | $12,907 | $8,419+53.3% | $8,065+60.0% | $6,689+93.0% |
| Admin fee / account holder | $1,047 | $15,035-93.0% | $12,993-91.9% | $13,390-92.2% |