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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 | $142,638 | $150,207-5.0% | $120,380+18.5% | $145,978-2.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.79% | 154.28%-140.5pp | 107.28%-93.5pp | 550.52%-536.7pp |
| Employer contribution / active EE | $10,924 | $4,351+151.1% | $3,465+215.3% | $4,662+134.3% |
| Participant deferral / active EE | $7,229 | $6,175+17.1% | $4,992+44.8% | $6,690+8.1% |
| Admin fee / account holder | $1,500 | $12,203-87.7% | $9,421-84.1% | $13,400-88.8% |