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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 | $49,848 | $209,874-76.2% | $189,537-73.7% | $167,536-70.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.19% | 748.61%-735.4pp | 555.34%-542.1pp | 478.82%-465.6pp |
| Employer contribution / active EE | $14,372 | $6,913+107.9% | $6,161+133.3% | $4,839+197.0% |
| Participant deferral / active EE | $9,590 | $8,934+7.3% | $8,220+16.7% | $6,342+51.2% |
| Admin fee / account holder | $1,176 | $14,299-91.8% | $12,048-90.2% | $12,315-90.5% |