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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 | $55,755 | $160,040-65.2% | $147,096-62.1% | $145,877-61.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,928 | $5,289-44.6% | $4,936-40.7% | $4,663-37.2% |
| Participant deferral / active EE | $11,945 | $8,429+41.7% | $8,071+48.0% | $6,691+78.5% |
| Admin fee / account holder | $31,321 | $15,050+108.1% | $13,005+140.8% | $13,402+133.7% |