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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 | $59,046 | $157,276-62.5% | $141,177-58.2% | $152,885-61.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 212.37% | 64.33%+148.0pp | 71.40%+141.0pp | 345.39%-133.0pp |
| Employer contribution / active EE | $7,300 | $5,262+38.7% | $4,736+54.2% | $4,763+53.3% |
| Participant deferral / active EE | $31,865 | $7,110+348.1% | $6,710+374.9% | $5,851+444.6% |
| Admin fee / account holder | $6,070 | $12,123-49.9% | $10,263-40.9% | $11,598-47.7% |