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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 | $108,051 | $184,000-41.3% | $162,185-33.4% | $152,909-29.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 41.73% | 150.80%-109.1pp | 115.61%-73.9pp | 345.46%-303.7pp |
| Employer contribution / active EE | $6,079 | $6,370-4.6% | $5,613+8.3% | $4,764+27.6% |
| Participant deferral / active EE | $14,548 | $8,033+81.1% | $7,297+99.4% | $5,851+148.6% |
| Admin fee / account holder | $1,885 | $13,124-85.6% | $10,844-82.6% | $11,601-83.8% |