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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 | $105,167 | $183,539-42.7% | $155,556-32.4% | $145,897-27.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.96% | 61.31%-52.3pp | 64.84%-55.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $7,822 | $5,315+47.2% | $4,675+67.3% | $4,663+67.8% |
| Participant deferral / active EE | $7,764 | $6,467+20.1% | $5,631+37.9% | $6,689+16.1% |
| Admin fee / account holder | $799 | $19,275-95.9% | $15,885-95.0% | $13,390-94.0% |