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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 | $147,572 | $175,231-15.8% | $149,696-1.4% | $139,466+5.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.19% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $9,569 | $5,478+74.7% | $4,821+98.5% | $4,754+101.3% |
| Participant deferral / active EE | $20,210 | $6,521+209.9% | $5,682+255.7% | $6,712+201.1% |
| Admin fee / account holder | $3,031 | $16,155-81.2% | $13,212-77.1% | $11,409-73.4% |