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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 | $119,418 | $160,040-25.4% | $147,096-18.8% | $145,877-18.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $10,164 | $5,289+92.2% | $4,936+105.9% | $4,663+118.0% |
| Participant deferral / active EE | $18,387 | $8,429+118.1% | $8,071+127.8% | $6,691+174.8% |
| Admin fee / account holder | $2,947 | $15,050-80.4% | $13,005-77.3% | $13,402-78.0% |