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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 | $51,028 | $160,070-68.1% | $147,117-65.3% | $145,897-65.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.64% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $13,342 | $5,285+152.5% | $4,932+170.5% | $4,663+186.1% |
| Participant deferral / active EE | $32,463 | $8,419+285.6% | $8,065+302.5% | $6,689+385.3% |
| Admin fee / account holder | $12,360 | $15,035-17.8% | $12,993-4.9% | $13,390-7.7% |