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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 | $149,827 | $185,856-19.4% | $170,028-11.9% | $139,456+7.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.89% | 60.52%-31.6pp | 53.39%-24.5pp | 373.45%-344.6pp |
| Employer contribution / active EE | $43,500 | $7,593+472.9% | $6,788+540.9% | $4,753+815.3% |
| Participant deferral / active EE | $25,000 | $11,623+115.1% | $10,409+140.2% | $6,711+272.5% |
| Admin fee / account holder | $931 | $15,387-93.9% | $12,820-92.7% | $11,407-91.8% |