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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 | $25,805 | $150,447-82.8% | $136,298-81.1% | $147,586-82.5% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 21.29% | 1049.15%-1027.9pp | 5156.27%-5135.0pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,480 | $5,256-71.8% | $4,696-68.5% | $4,876-69.7% |
| Participant deferral / active EE | $6,899 | $6,631+4.1% | $6,247+10.4% | $5,439+26.9% |
| Admin fee / account holder | $445 | $10,906-95.9% | $9,244-95.2% | $10,886-95.9% |