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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 | $98,568 | $175,259-43.8% | $149,723-34.2% | $139,487-29.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 166.82%-147.2pp | 134.50%-114.9pp | 373.84%-354.3pp |
| Employer contribution / active EE | $7,728 | $5,478+41.1% | $4,821+60.3% | $4,755+62.5% |
| Participant deferral / active EE | $8,261 | $6,522+26.7% | $5,682+45.4% | $6,713+23.1% |
| Admin fee / account holder | $373 | $16,158-97.7% | $13,215-97.2% | $11,407-96.7% |