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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 | $90,755 | $88,702+2.3% | $81,780+11.0% | $145,978-37.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 32.60% | 1029.12%-996.5pp | 776.27%-743.7pp | 550.52%-517.9pp |
| Employer contribution / active EE | $3,198 | $3,084+3.7% | $2,914+9.8% | $4,662-31.4% |
| Participant deferral / active EE | $6,615 | $4,645+42.4% | $4,321+53.1% | $6,690-1.1% |
| Admin fee / account holder | $5,278 | $8,414-37.3% | $7,384-28.5% | $13,400-60.6% |