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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 | $145,005 | $160,040-9.4% | $147,096-1.4% | $145,877-0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.87% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $17,426 | $5,289+229.5% | $4,936+253.0% | $4,663+273.7% |
| Participant deferral / active EE | $5,224 | $8,429-38.0% | $8,071-35.3% | $6,691-21.9% |
| Admin fee / account holder | $762 | $15,050-94.9% | $13,005-94.1% | $13,402-94.3% |