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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 | $149,801 | $183,539-18.4% | $155,556-3.7% | $145,897+2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.80% | 61.31%-37.5pp | 64.84%-41.0pp | 552.29%-528.5pp |
| Employer contribution / active EE | $20,534 | $5,315+286.3% | $4,675+339.2% | $4,663+340.4% |
| Participant deferral / active EE | $14,294 | $6,467+121.0% | $5,631+153.9% | $6,689+113.7% |
| Admin fee / account holder | $1,240 | $19,275-93.6% | $15,885-92.2% | $13,390-90.7% |