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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 | $129,902 | $175,259-25.9% | $149,723-13.2% | $139,487-6.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.93% | 166.82%-149.9pp | 134.50%-117.6pp | 373.84%-356.9pp |
| Employer contribution / active EE | $11,968 | $5,478+118.5% | $4,821+148.2% | $4,755+151.7% |
| Participant deferral / active EE | $16,305 | $6,522+150.0% | $5,682+186.9% | $6,713+142.9% |
| Admin fee / account holder | $960 | $16,158-94.1% | $13,215-92.7% | $11,407-91.6% |