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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 | $145,453 | $226,105-35.7% | $182,540-20.3% | $152,897-4.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 16.47% | 192.58%-176.1pp | 148.58%-132.1pp | 345.43%-329.0pp |
| Employer contribution / active EE | $5,531 | $4,978+11.1% | $4,076+35.7% | $4,764+16.1% |
| Participant deferral / active EE | $23,519 | $6,370+269.2% | $5,525+325.7% | $5,851+302.0% |
| Admin fee / account holder | $1,262 | $10,706-88.2% | $8,593-85.3% | $11,599-89.1% |