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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 | $92,458 | $209,874-55.9% | $189,537-51.2% | $167,536-44.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.44% | 748.61%-732.2pp | 555.34%-538.9pp | 478.82%-462.4pp |
| Employer contribution / active EE | $6,529 | $6,913-5.6% | $6,161+6.0% | $4,839+34.9% |
| Participant deferral / active EE | $9,089 | $8,934+1.7% | $8,220+10.6% | $6,342+43.3% |
| Admin fee / account holder | $4,736 | $14,299-66.9% | $12,048-60.7% | $12,315-61.5% |