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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 | $66,683 | $160,040-58.3% | $147,096-54.7% | $145,877-54.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.97% | 98.49%-83.5pp | 419.75%-404.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $13,689 | $5,289+158.8% | $4,936+177.3% | $4,663+193.6% |
| Participant deferral / active EE | $15,935 | $8,429+89.1% | $8,071+97.4% | $6,691+138.2% |
| Admin fee / account holder | $9,097 | $15,050-39.6% | $13,005-30.1% | $13,402-32.1% |