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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 | $118,482 | $209,422-43.4% | $178,503-33.6% | $158,982-25.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.07% | 188.81%-167.7pp | 151.12%-130.0pp | 302.99%-281.9pp |
| Employer contribution / active EE | $22,537 | $5,707+294.9% | $5,011+349.7% | $4,763+373.2% |
| Participant deferral / active EE | $14,200 | $5,955+138.5% | $5,202+173.0% | $5,983+137.3% |
| Admin fee / account holder | $682 | $17,079-96.0% | $13,987-95.1% | $11,252-93.9% |