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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 | $66,749 | $175,259-61.9% | $149,723-55.4% | $139,487-52.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.57% | 166.82%-142.3pp | 134.50%-109.9pp | 373.84%-349.3pp |
| Employer contribution / active EE | $5,934 | $5,478+8.3% | $4,821+23.1% | $4,755+24.8% |
| Participant deferral / active EE | $7,151 | $6,522+9.6% | $5,682+25.8% | $6,713+6.5% |
| Admin fee / account holder | $332 | $16,158-97.9% | $13,215-97.5% | $11,407-97.1% |