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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 | $78,123 | $183,592-57.4% | $155,567-49.8% | $145,959-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.3pp |
| Employer contribution / active EE | $7,910 | $5,315+48.8% | $4,674+69.2% | $4,661+69.7% |
| Participant deferral / active EE | $10,700 | $6,464+65.5% | $5,628+90.1% | $6,689+60.0% |
| Admin fee / account holder | $945 | $19,318-95.1% | $15,916-94.1% | $13,398-92.9% |