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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 | $112,349 | $160,028-29.8% | $147,080-23.6% | $145,884-23.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.88% | 98.60%-85.7pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $5,990 | $5,286+13.3% | $4,933+21.4% | $4,662+28.5% |
| Participant deferral / active EE | $16,354 | $8,422+94.2% | $8,066+102.7% | $6,690+144.5% |
| Admin fee / account holder | $1,589 | $15,030-89.4% | $12,989-87.8% | $13,392-88.1% |