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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 | $153,832 | $176,105-12.6% | $159,474-3.5% | $167,536-8.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.94% | 331.91%-319.0pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $46,992 | $5,299+786.8% | $4,831+872.8% | $4,839+871.1% |
| Participant deferral / active EE | $19,000 | $7,751+145.1% | $7,353+158.4% | $6,342+199.6% |
| Admin fee / account holder | $3,602 | $12,559-71.3% | $10,802-66.7% | $12,315-70.7% |