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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 | $62,112 | $185,883-66.6% | $170,043-63.5% | $139,466-55.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.57% | 60.54%-38.0pp | 53.40%-30.8pp | 373.66%-351.1pp |
| Employer contribution / active EE | $7,549 | $7,596-0.6% | $6,790+11.2% | $4,754+58.8% |
| Participant deferral / active EE | $3,545 | $11,626-69.5% | $10,410-65.9% | $6,712-47.2% |
| Admin fee / account holder | $390 | $15,393-97.5% | $12,824-97.0% | $11,409-96.6% |