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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 | $120,721 | $134,817-10.5% | $123,973-2.6% | $155,188-22.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.64% | 515.49%-500.8pp | 388.13%-373.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $14,559 | $4,425+229.0% | $4,126+252.9% | $4,248+242.7% |
| Participant deferral / active EE | $2,894 | $5,706-49.3% | $5,247-44.9% | $6,531-55.7% |
| Admin fee / account holder | $15,289 | $13,245+15.4% | $11,799+29.6% | $14,480+5.6% |