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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 | $145,312 | $160,040-9.2% | $147,096-1.2% | $145,877-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $9,235 | $5,289+74.6% | $4,936+87.1% | $4,663+98.0% |
| Participant deferral / active EE | $12,053 | $8,429+43.0% | $8,071+49.3% | $6,691+80.2% |
| Admin fee / account holder | $10,171 | $15,050-32.4% | $13,005-21.8% | $13,402-24.1% |