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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 | $138,370 | $140,592-1.6% | $123,106+12.4% | $125,388+10.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 99.12% | 16.80%+82.3pp | 13.22%+85.9pp | 282.24%-183.1pp |
| Employer contribution / active EE | $34,000 | $6,041+462.8% | $5,151+560.1% | $4,866+598.7% |
| Participant deferral / active EE | $18,000 | $6,980+157.9% | $6,229+189.0% | $5,352+236.4% |
| Admin fee / account holder | $561 | $11,198-95.0% | $9,015-93.8% | $9,541-94.1% |