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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 | $75,605 | $160,070-52.8% | $147,117-48.6% | $145,897-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.40% | 98.69%-84.3pp | 420.54%-406.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $9,205 | $5,285+74.2% | $4,932+86.6% | $4,663+97.4% |
| Participant deferral / active EE | $8,952 | $8,419+6.3% | $8,065+11.0% | $6,689+33.8% |
| Admin fee / account holder | $331 | $15,035-97.8% | $12,993-97.5% | $13,390-97.5% |