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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 | $82,158 | $209,422-60.8% | $178,503-54.0% | $158,982-48.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.08% | 188.81%-163.7pp | 151.12%-126.0pp | 302.99%-277.9pp |
| Employer contribution / active EE | $1,201 | $5,707-78.9% | $5,011-76.0% | $4,763-74.8% |
| Participant deferral / active EE | $7,093 | $5,955+19.1% | $5,202+36.3% | $5,983+18.5% |
| Admin fee / account holder | $316 | $17,079-98.1% | $13,987-97.7% | $11,252-97.2% |