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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 | $90,910 | $88,754+2.4% | $81,820+11.1% | $145,877-37.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.20% | 1031.77%-1016.6pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,263 | $3,085-26.6% | $2,915-22.4% | $4,663-51.5% |
| Participant deferral / active EE | $10,508 | $4,648+126.1% | $4,323+143.1% | $6,691+57.1% |
| Admin fee / account holder | $464 | $8,424-94.5% | $7,391-93.7% | $13,402-96.5% |