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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 | $137,869 | $175,259-21.3% | $149,723-7.9% | $139,487-1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 166.82%-150.1pp | 134.50%-117.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $6,111 | $5,478+11.5% | $4,821+26.7% | $4,755+28.5% |
| Participant deferral / active EE | $4,168 | $6,522-36.1% | $5,682-26.7% | $6,713-37.9% |
| Admin fee / account holder | $1,776 | $16,158-89.0% | $13,215-86.6% | $11,407-84.4% |