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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 | $131,629 | $148,623-11.4% | $135,974-3.2% | $139,466-5.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.66% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-345.0pp |
| Employer contribution / active EE | $29,250 | $5,246+457.5% | $4,859+502.0% | $4,754+515.3% |
| Participant deferral / active EE | $18,315 | $8,103+126.0% | $7,760+136.0% | $6,712+172.9% |
| Admin fee / account holder | $344 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |