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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 | $118,507 | $183,592-35.5% | $155,567-23.8% | $145,959-18.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.30% | 61.24%-33.9pp | 64.74%-37.4pp | 561.95%-534.7pp |
| Employer contribution / active EE | $14,189 | $5,315+167.0% | $4,674+203.6% | $4,661+204.4% |
| Participant deferral / active EE | $6,778 | $6,464+4.9% | $5,628+20.4% | $6,689+1.3% |
| Admin fee / account holder | $1,242 | $19,318-93.6% | $15,916-92.2% | $13,398-90.7% |