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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 | $96,722 | $209,847-53.9% | $189,520-49.0% | $167,518-42.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.44% | 748.45%-739.0pp | 555.25%-545.8pp | 478.71%-469.3pp |
| Employer contribution / active EE | $8,589 | $6,913+24.2% | $6,161+39.4% | $4,838+77.5% |
| Participant deferral / active EE | $10,200 | $8,934+14.2% | $8,220+24.1% | $6,342+60.8% |
| Admin fee / account holder | $907 | $14,295-93.7% | $12,046-92.5% | $12,312-92.6% |