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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 | $127,700 | $209,428-39.0% | $178,498-28.5% | $158,950-19.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.94% | 188.78%-181.8pp | 151.09%-144.2pp | 302.91%-296.0pp |
| Employer contribution / active EE | $8,358 | $5,707+46.4% | $5,011+66.8% | $4,762+75.5% |
| Participant deferral / active EE | $7,001 | $5,955+17.6% | $5,202+34.6% | $5,983+17.0% |
| Admin fee / account holder | $277,539 | $17,077+1525.2% | $13,985+1884.5% | $11,248+2367.4% |