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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 | $86,101 | $175,231-50.9% | $149,696-42.5% | $139,466-38.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.75% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $9,735 | $5,478+77.7% | $4,821+101.9% | $4,754+104.8% |
| Participant deferral / active EE | $3,750 | $6,521-42.5% | $5,682-34.0% | $6,712-44.1% |
| Admin fee / account holder | $377 | $16,155-97.7% | $13,212-97.1% | $11,409-96.7% |