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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 | $113,696 | $183,539-38.1% | $155,556-26.9% | $145,897-22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 61.31%-51.6pp | 64.84%-55.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,966 | $5,315+49.9% | $4,675+70.4% | $4,663+70.9% |
| Participant deferral / active EE | $8,998 | $6,467+39.1% | $5,631+59.8% | $6,689+34.5% |
| Admin fee / account holder | $1,989 | $19,275-89.7% | $15,885-87.5% | $13,390-85.1% |