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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 | $36,387 | $175,257-79.2% | $149,717-75.7% | $139,456-73.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.69% | 166.70%-153.0pp | 134.41%-120.7pp | 373.45%-359.8pp |
| Employer contribution / active EE | $10,226 | $5,477+86.7% | $4,820+112.2% | $4,753+115.2% |
| Participant deferral / active EE | $8,046 | $6,521+23.4% | $5,682+41.6% | $6,711+19.9% |
| Admin fee / account holder | $1,374 | $16,156-91.5% | $13,213-89.6% | $11,407-88.0% |