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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 | $153,567 | $209,428-26.7% | $178,498-14.0% | $158,950-3.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.87% | 188.78%-165.9pp | 151.09%-128.2pp | 302.91%-280.0pp |
| Employer contribution / active EE | $23,083 | $5,707+304.5% | $5,011+360.6% | $4,762+384.7% |
| Participant deferral / active EE | $9,750 | $5,955+63.7% | $5,202+87.4% | $5,983+63.0% |
| Admin fee / account holder | $3,152 | $17,077-81.5% | $13,985-77.5% | $11,248-72.0% |