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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 | $160,961 | $183,539-12.3% | $155,556+3.5% | $145,897+10.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 126.11% | 61.31%+64.8pp | 64.84%+61.3pp | 552.29%-426.2pp |
| Employer contribution / active EE | $8,211 | $5,315+54.5% | $4,675+75.6% | $4,663+76.1% |
| Participant deferral / active EE | $9,457 | $6,467+46.2% | $5,631+68.0% | $6,689+41.4% |
| Admin fee / account holder | $2,027 | $19,275-89.5% | $15,885-87.2% | $13,390-84.9% |