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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 | $46,591 | $217,432-78.6% | $185,851-74.9% | $167,553-72.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.59% | 148.43%-129.8pp | 122.11%-103.5pp | 478.89%-460.3pp |
| Employer contribution / active EE | $8,244 | $5,874+40.3% | $5,168+59.5% | $4,840+70.4% |
| Participant deferral / active EE | $8,772 | $6,357+38.0% | $5,569+57.5% | $6,343+38.3% |
| Admin fee / account holder | $3,256 | $19,820-83.6% | $16,245-80.0% | $12,316-73.6% |