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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 | $100,932 | $198,457-49.1% | $170,435-40.8% | $147,586-31.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.47% | 257.30%-239.8pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $10,439 | $6,183+68.8% | $5,432+92.2% | $4,876+114.1% |
| Participant deferral / active EE | $6,288 | $5,629+11.7% | $4,939+27.3% | $5,439+15.6% |
| Admin fee / account holder | $700 | $16,852-95.8% | $13,881-95.0% | $10,886-93.6% |