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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 | $160,884 | $176,077-8.6% | $159,455+0.9% | $167,518-4.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.52% | 331.83%-319.3pp | 263.63%-251.1pp | 478.71%-466.2pp |
| Employer contribution / active EE | $10,199 | $5,298+92.5% | $4,830+111.1% | $4,838+110.8% |
| Participant deferral / active EE | $8,537 | $7,751+10.1% | $7,353+16.1% | $6,342+34.6% |
| Admin fee / account holder | $1,182 | $12,556-90.6% | $10,800-89.1% | $12,312-90.4% |