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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 | $175,212-60.3% | $149,682-53.5% | $139,427-50.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 166.63%-152.8pp | 134.35%-120.5pp | 373.27%-359.4pp |
| Employer contribution / active EE | $9,997 | $5,475+82.6% | $4,818+107.5% | $4,752+110.4% |
| Participant deferral / active EE | $6,115 | $6,520-6.2% | $5,681+7.6% | $6,711-8.9% |
| Admin fee / account holder | $937 | $16,150-94.2% | $13,210-92.9% | $11,404-91.8% |