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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 | $96,811 | $183,539-47.3% | $155,556-37.8% | $145,897-33.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,143 | $5,315+34.4% | $4,675+52.8% | $4,663+53.2% |
| Participant deferral / active EE | $7,544 | $6,467+16.7% | $5,631+34.0% | $6,689+12.8% |
| Admin fee / account holder | $21,659 | $19,275+12.4% | $15,885+36.3% | $13,390+61.7% |