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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 | $110,094 | $217,432-49.4% | $185,849-40.8% | $167,536-34.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 144.99% | 148.42%-3.4pp | 122.10%+22.9pp | 478.82%-333.8pp |
| Employer contribution / active EE | $9,330 | $5,875+58.8% | $5,169+80.5% | $4,839+92.8% |
| Participant deferral / active EE | $5,884 | $6,357-7.4% | $5,569+5.7% | $6,342-7.2% |
| Admin fee / account holder | $422 | $19,818-97.9% | $16,244-97.4% | $12,315-96.6% |