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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 | $152,465 | $217,432-29.9% | $185,851-18.0% | $167,553-9.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.91% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $8,395 | $5,874+42.9% | $5,168+62.4% | $4,840+73.5% |
| Participant deferral / active EE | $5,555 | $6,357-12.6% | $5,569-0.3% | $6,343-12.4% |
| Admin fee / account holder | $860 | $19,820-95.7% | $16,245-94.7% | $12,316-93.0% |