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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 | $51,664 | $160,070-67.7% | $147,117-64.9% | $145,897-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.76% | 98.69%-82.9pp | 420.54%-404.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,842 | $5,285-46.2% | $4,932-42.4% | $4,663-39.1% |
| Participant deferral / active EE | $7,990 | $8,419-5.1% | $8,065-0.9% | $6,689+19.4% |
| Admin fee / account holder | $1,542 | $15,035-89.7% | $12,993-88.1% | $13,390-88.5% |