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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 | $78,446 | $185,905-57.8% | $170,057-53.9% | $139,487-43.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 60.56%-41.7pp | 53.42%-34.6pp | 373.84%-355.0pp |
| Employer contribution / active EE | $6,783 | $7,597-10.7% | $6,790-0.1% | $4,755+42.7% |
| Participant deferral / active EE | $17,040 | $11,627+46.6% | $10,411+63.7% | $6,713+153.9% |
| Admin fee / account holder | $1,086 | $15,397-92.9% | $12,826-91.5% | $11,407-90.5% |