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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 | $70,966 | $209,422-66.1% | $178,503-60.2% | $158,982-55.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.49% | 188.81%-179.3pp | 151.12%-141.6pp | 302.99%-293.5pp |
| Employer contribution / active EE | $5,960 | $5,707+4.4% | $5,011+18.9% | $4,763+25.1% |
| Participant deferral / active EE | $3,725 | $5,955-37.5% | $5,202-28.4% | $5,983-37.8% |
| Admin fee / account holder | $2,661 | $17,079-84.4% | $13,987-81.0% | $11,252-76.4% |