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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 | $93,689 | $209,428-55.3% | $178,498-47.5% | $158,950-41.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.56% | 188.78%-165.2pp | 151.09%-127.5pp | 302.91%-279.3pp |
| Employer contribution / active EE | $6,697 | $5,707+17.3% | $5,011+33.6% | $4,762+40.6% |
| Participant deferral / active EE | $4,825 | $5,955-19.0% | $5,202-7.2% | $5,983-19.3% |
| Admin fee / account holder | $835 | $17,077-95.1% | $13,985-94.0% | $11,248-92.6% |