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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 | $139,787 | $198,462-29.6% | $170,439-18.0% | $147,585-5.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.42% | 257.30%-247.9pp | 205.94%-196.5pp | 578.58%-569.2pp |
| Employer contribution / active EE | $7,446 | $6,184+20.4% | $5,433+37.1% | $4,876+52.7% |
| Participant deferral / active EE | $8,175 | $5,629+45.2% | $4,939+65.5% | $5,439+50.3% |
| Admin fee / account holder | $67,250 | $16,852+299.1% | $13,881+384.5% | $10,886+517.8% |