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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 | $158,611 | $159,978-0.9% | $147,041+7.9% | $145,978+8.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.09% | 98.36%-75.3pp | 419.21%-396.1pp | 550.52%-527.4pp |
| Employer contribution / active EE | $16,091 | $5,288+204.3% | $4,935+226.1% | $4,662+245.2% |
| Participant deferral / active EE | $3,997 | $8,429-52.6% | $8,071-50.5% | $6,690-40.3% |
| Admin fee / account holder | $1,847 | $15,053-87.7% | $13,006-85.8% | $13,400-86.2% |