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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 | $160,170 | $160,040+0.1% | $147,096+8.9% | $145,877+9.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.08% | 98.49%-85.4pp | 419.75%-406.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,154 | $5,289-59.3% | $4,936-56.4% | $4,663-53.8% |
| Participant deferral / active EE | $6,360 | $8,429-24.5% | $8,071-21.2% | $6,691-4.9% |
| Admin fee / account holder | $889 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |