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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 | $68,393 | $198,457-65.5% | $170,435-59.9% | $147,586-53.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.06% | 257.30%-240.2pp | 205.94%-188.9pp | 578.59%-561.5pp |
| Employer contribution / active EE | $27,877 | $6,183+350.8% | $5,432+413.2% | $4,876+471.7% |
| Participant deferral / active EE | $4,800 | $5,629-14.7% | $4,939-2.8% | $5,439-11.7% |
| Admin fee / account holder | $309 | $16,852-98.2% | $13,881-97.8% | $10,886-97.2% |