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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 | $77,008 | $209,847-63.3% | $189,520-59.4% | $167,518-54.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.34% | 748.45%-736.1pp | 555.25%-542.9pp | 478.71%-466.4pp |
| Employer contribution / active EE | $10,298 | $6,913+49.0% | $6,161+67.2% | $4,838+112.8% |
| Participant deferral / active EE | $7,823 | $8,934-12.4% | $8,220-4.8% | $6,342+23.3% |
| Admin fee / account holder | $4,220 | $14,295-70.5% | $12,046-65.0% | $12,312-65.7% |