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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 | $97,502 | $183,516-46.9% | $155,534-37.3% | $145,884-33.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 76.07% | 61.43%+14.6pp | 64.92%+11.2pp | 551.85%-475.8pp |
| Employer contribution / active EE | $7,553 | $5,315+42.1% | $4,675+61.6% | $4,662+62.0% |
| Participant deferral / active EE | $23,446 | $6,467+262.6% | $5,630+316.4% | $6,690+250.5% |
| Admin fee / account holder | $34,887 | $19,293+80.8% | $15,900+119.4% | $13,392+160.5% |