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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 | $82,537 | $148,623-44.5% | $135,974-39.3% | $139,466-40.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 79.30%-63.5pp | 68.30%-52.5pp | 373.66%-357.8pp |
| Employer contribution / active EE | $9,955 | $5,246+89.7% | $4,859+104.9% | $4,754+109.4% |
| Participant deferral / active EE | $7,375 | $8,103-9.0% | $7,760-5.0% | $6,712+9.9% |
| Admin fee / account holder | $1,426 | $12,406-88.5% | $10,767-86.8% | $11,409-87.5% |