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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 | $97,929 | $202,342-51.6% | $172,752-43.3% | $152,897-36.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.47% | 1029.83%-1014.4pp | 802.97%-787.5pp | 345.43%-330.0pp |
| Employer contribution / active EE | $6,633 | $5,858+13.2% | $5,144+28.9% | $4,764+39.2% |
| Participant deferral / active EE | $5,161 | $5,948-13.2% | $5,198-0.7% | $5,851-11.8% |
| Admin fee / account holder | $11,961 | $17,111-30.1% | $13,955-14.3% | $11,599+3.1% |