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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 | $109,091 | $202,342-46.1% | $172,753-36.9% | $152,909-28.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.30% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,275 | $5,857-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $9,152 | $5,948+53.9% | $5,198+76.1% | $5,851+56.4% |
| Admin fee / account holder | $18,322 | $17,112+7.1% | $13,956+31.3% | $11,601+57.9% |