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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 | $95,952 | $154,228-37.8% | $145,433-34.0% | $137,256-30.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 135.22% | 74.59%+60.6pp | 66.58%+68.6pp | 220.34%-85.1pp |
| Employer contribution / active EE | $8,125 | $4,804+69.1% | $4,554+78.4% | $4,156+95.5% |
| Participant deferral / active EE | $8,125 | $8,216-1.1% | $7,897+2.9% | $6,407+26.8% |
| Admin fee / account holder | $16,131 | $14,344+12.5% | $13,129+22.9% | $12,270+31.5% |