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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 | $63,681 | $217,427-70.7% | $185,837-65.7% | $167,518-62.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.60% | 148.39%-138.8pp | 122.08%-112.5pp | 478.71%-469.1pp |
| Employer contribution / active EE | $8,089 | $5,874+37.7% | $5,168+56.5% | $4,838+67.2% |
| Participant deferral / active EE | $4,648 | $6,357-26.9% | $5,568-16.5% | $6,342-26.7% |
| Admin fee / account holder | $13,514 | $19,816-31.8% | $16,241-16.8% | $12,312+9.8% |