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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 | $112,855 | $217,427-48.1% | $185,837-39.3% | $167,518-32.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.29% | 148.39%-139.1pp | 122.08%-112.8pp | 478.71%-469.4pp |
| Employer contribution / active EE | $7,541 | $5,874+28.4% | $5,168+45.9% | $4,838+55.9% |
| Participant deferral / active EE | $9,202 | $6,357+44.7% | $5,568+65.2% | $6,342+45.1% |
| Admin fee / account holder | $504 | $19,816-97.5% | $16,241-96.9% | $12,312-95.9% |