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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 | $49,156 | $209,422-76.5% | $178,503-72.5% | $158,982-69.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.06% | 188.81%-172.7pp | 151.12%-135.1pp | 302.99%-286.9pp |
| Employer contribution / active EE | $6,888 | $5,707+20.7% | $5,011+37.5% | $4,763+44.6% |
| Participant deferral / active EE | $4,514 | $5,955-24.2% | $5,202-13.2% | $5,983-24.6% |
| Admin fee / account holder | $907 | $17,079-94.7% | $13,987-93.5% | $11,252-91.9% |