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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 | $92,357 | $176,077-47.5% | $159,455-42.1% | $167,518-44.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.10% | 331.83%-321.7pp | 263.63%-253.5pp | 478.71%-468.6pp |
| Employer contribution / active EE | $19,437 | $5,298+266.9% | $4,830+302.4% | $4,838+301.7% |
| Participant deferral / active EE | $16,795 | $7,751+116.7% | $7,353+128.4% | $6,342+164.8% |
| Admin fee / account holder | $1,378 | $12,556-89.0% | $10,800-87.2% | $12,312-88.8% |