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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 | $129,688 | $209,422-38.1% | $178,503-27.3% | $158,982-18.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.44% | 188.81%-170.4pp | 151.12%-132.7pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,856 | $5,707-67.5% | $5,011-63.0% | $4,763-61.0% |
| Participant deferral / active EE | $2,204 | $5,955-63.0% | $5,202-57.6% | $5,983-63.2% |
| Admin fee / account holder | $495 | $17,079-97.1% | $13,987-96.5% | $11,252-95.6% |