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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 | $58,768 | $160,028-63.3% | $147,080-60.0% | $145,884-59.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.97% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $5,877 | $5,286+11.2% | $4,933+19.1% | $4,662+26.1% |
| Participant deferral / active EE | $21,578 | $8,422+156.2% | $8,066+167.5% | $6,690+222.6% |
| Admin fee / account holder | $4,220 | $15,030-71.9% | $12,989-67.5% | $13,392-68.5% |