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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 | $39,454 | $197,637-80.0% | $177,848-77.8% | $158,982-75.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 140.86% | 58.77%+82.1pp | 48.33%+92.5pp | 302.99%-162.1pp |
| Employer contribution / active EE | $4,433 | $6,698-33.8% | $5,919-25.1% | $4,763-6.9% |
| Participant deferral / active EE | $7,429 | $8,405-11.6% | $7,714-3.7% | $5,983+24.2% |
| Admin fee / account holder | $33,343 | $15,406+116.4% | $12,431+168.2% | $11,252+196.3% |