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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 | $64,081 | $175,259-63.4% | $149,723-57.2% | $139,487-54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.03% | 166.82%-147.8pp | 134.50%-115.5pp | 373.84%-354.8pp |
| Employer contribution / active EE | $8,145 | $5,478+48.7% | $4,821+68.9% | $4,755+71.3% |
| Participant deferral / active EE | $9,463 | $6,522+45.1% | $5,682+66.5% | $6,713+41.0% |
| Admin fee / account holder | $468 | $16,158-97.1% | $13,215-96.5% | $11,407-95.9% |