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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 | $105,794 | $175,257-39.6% | $149,717-29.3% | $139,456-24.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.60% | 166.70%-153.1pp | 134.41%-120.8pp | 373.45%-359.9pp |
| Employer contribution / active EE | $8,145 | $5,477+48.7% | $4,820+69.0% | $4,753+71.4% |
| Participant deferral / active EE | $7,306 | $6,521+12.0% | $5,682+28.6% | $6,711+8.9% |
| Admin fee / account holder | $17,750 | $16,156+9.9% | $13,213+34.3% | $11,407+55.6% |