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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 | $131,395 | $202,342-35.1% | $172,752-23.9% | $152,897-14.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.47% | 1029.83%-1011.4pp | 802.97%-784.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $6,382 | $5,858+8.9% | $5,144+24.1% | $4,764+34.0% |
| Participant deferral / active EE | $5,088 | $5,948-14.5% | $5,198-2.1% | $5,851-13.0% |
| Admin fee / account holder | $797 | $17,111-95.3% | $13,955-94.3% | $11,599-93.1% |