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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 | $117,595 | $183,592-35.9% | $155,567-24.4% | $145,959-19.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.58% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $11,642 | $5,315+119.1% | $4,674+149.1% | $4,661+149.8% |
| Participant deferral / active EE | $7,481 | $6,464+15.7% | $5,628+32.9% | $6,689+11.8% |
| Admin fee / account holder | $2,493 | $19,318-87.1% | $15,916-84.3% | $13,398-81.4% |