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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 | $143,187 | $175,231-18.3% | $149,696-4.3% | $139,466+2.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.90% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $13,055 | $5,478+138.3% | $4,821+170.8% | $4,754+174.6% |
| Participant deferral / active EE | $8,523 | $6,521+30.7% | $5,682+50.0% | $6,712+27.0% |
| Admin fee / account holder | $8,429 | $16,155-47.8% | $13,212-36.2% | $11,409-26.1% |