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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 | $156,356 | $209,422-25.3% | $178,503-12.4% | $158,982-1.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.35% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.6pp |
| Employer contribution / active EE | $9,121 | $5,707+59.8% | $5,011+82.0% | $4,763+91.5% |
| Participant deferral / active EE | $21,339 | $5,955+258.3% | $5,202+310.2% | $5,983+256.6% |
| Admin fee / account holder | $68,086 | $17,079+298.7% | $13,987+386.8% | $11,252+505.1% |