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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 | $69,560 | $175,259-60.3% | $149,723-53.5% | $139,487-50.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 166.82%-153.0pp | 134.50%-120.6pp | 373.84%-360.0pp |
| Employer contribution / active EE | $9,997 | $5,478+82.5% | $4,821+107.3% | $4,755+110.3% |
| Participant deferral / active EE | $6,115 | $6,522-6.2% | $5,682+7.6% | $6,713-8.9% |
| Admin fee / account holder | $937 | $16,158-94.2% | $13,215-92.9% | $11,407-91.8% |