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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 | $106,974 | $175,231-39.0% | $149,696-28.5% | $139,466-23.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.49% | 166.77%-144.3pp | 134.46%-112.0pp | 373.66%-351.2pp |
| Employer contribution / active EE | $12,402 | $5,478+126.4% | $4,821+157.3% | $4,754+160.9% |
| Participant deferral / active EE | $17,599 | $6,521+169.9% | $5,682+209.7% | $6,712+162.2% |
| Admin fee / account holder | $1,377 | $16,155-91.5% | $13,212-89.6% | $11,409-87.9% |