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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 | $156,547 | $104,924+49.2% | $84,623+85.0% | $152,885+2.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 27.07% | 373.82%-346.7pp | 258.77%-231.7pp | 345.39%-318.3pp |
| Employer contribution / active EE | $5,453 | $3,302+65.1% | $2,652+105.6% | $4,763+14.5% |
| Participant deferral / active EE | $4,625 | $4,689-1.4% | $3,899+18.6% | $5,851-21.0% |
| Admin fee / account holder | $770 | $6,242-87.7% | $4,913-84.3% | $11,598-93.4% |