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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 | $58,962 | $165,361-64.3% | $149,715-60.6% | $158,950-62.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 82.68% | 348.24%-265.6pp | 276.66%-194.0pp | 302.91%-220.2pp |
| Employer contribution / active EE | $1,917 | $5,103-62.4% | $4,645-58.7% | $4,762-59.7% |
| Participant deferral / active EE | $7,657 | $7,182+6.6% | $6,842+11.9% | $5,983+28.0% |
| Admin fee / account holder | $1,165 | $10,808-89.2% | $9,310-87.5% | $11,248-89.6% |