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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 | $65,787 | $209,422-68.6% | $178,503-63.1% | $158,982-58.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.78% | 188.81%-178.0pp | 151.12%-140.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $9,179 | $5,707+60.8% | $5,011+83.2% | $4,763+92.7% |
| Participant deferral / active EE | $7,343 | $5,955+23.3% | $5,202+41.2% | $5,983+22.7% |
| Admin fee / account holder | $24,475 | $17,079+43.3% | $13,987+75.0% | $11,252+117.5% |