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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 | $27,908 | $175,259-84.1% | $149,723-81.4% | $139,487-80.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.50% | 166.82%-146.3pp | 134.50%-114.0pp | 373.84%-353.3pp |
| Employer contribution / active EE | $7,181 | $5,478+31.1% | $4,821+48.9% | $4,755+51.0% |
| Participant deferral / active EE | $3,789 | $6,522-41.9% | $5,682-33.3% | $6,713-43.6% |
| Admin fee / account holder | $323 | $16,158-98.0% | $13,215-97.6% | $11,407-97.2% |