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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 | $146,925 | $217,432-32.4% | $185,849-20.9% | $167,536-12.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.43% | 148.42%-139.0pp | 122.10%-112.7pp | 478.82%-469.4pp |
| Employer contribution / active EE | $6,510 | $5,875+10.8% | $5,169+26.0% | $4,839+34.5% |
| Participant deferral / active EE | $5,084 | $6,357-20.0% | $5,569-8.7% | $6,342-19.8% |
| Admin fee / account holder | $1,637 | $19,818-91.7% | $16,244-89.9% | $12,315-86.7% |