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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 | $158,424 | $160,040-1.0% | $147,096+7.7% | $145,877+8.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.69% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $12,297 | $5,289+132.5% | $4,936+149.1% | $4,663+163.7% |
| Participant deferral / active EE | $11,023 | $8,429+30.8% | $8,071+36.6% | $6,691+64.8% |
| Admin fee / account holder | $3,449 | $15,050-77.1% | $13,005-73.5% | $13,402-74.3% |