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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 | $44,160 | $217,432-79.7% | $185,851-76.2% | $167,553-73.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 313.76% | 148.43%+165.3pp | 122.11%+191.7pp | 478.89%-165.1pp |
| Employer contribution / active EE | $6,804 | $5,874+15.8% | $5,168+31.6% | $4,840+40.6% |
| Participant deferral / active EE | $6,296 | $6,357-1.0% | $5,569+13.1% | $6,343-0.7% |
| Admin fee / account holder | $353 | $19,820-98.2% | $16,245-97.8% | $12,316-97.1% |