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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 | $71,734 | $159,978-55.2% | $147,041-51.2% | $145,978-50.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.14% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $5,681 | $5,288+7.4% | $4,935+15.1% | $4,662+21.9% |
| Participant deferral / active EE | $7,534 | $8,429-10.6% | $8,071-6.7% | $6,690+12.6% |
| Admin fee / account holder | $2,072 | $15,053-86.2% | $13,006-84.1% | $13,400-84.5% |