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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 | $64,323 | $217,432-70.4% | $185,849-65.4% | $167,536-61.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.15% | 148.42%-133.3pp | 122.10%-106.9pp | 478.82%-463.7pp |
| Employer contribution / active EE | $9,339 | $5,875+59.0% | $5,169+80.7% | $4,839+93.0% |
| Participant deferral / active EE | $22,750 | $6,357+257.9% | $5,569+308.5% | $6,342+258.7% |
| Admin fee / account holder | $662 | $19,818-96.7% | $16,244-95.9% | $12,315-94.6% |