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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 | $72,054 | $175,212-58.9% | $149,682-51.9% | $139,427-48.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.04% | 166.63%-150.6pp | 134.35%-118.3pp | 373.27%-357.2pp |
| Employer contribution / active EE | $7,464 | $5,475+36.3% | $4,818+54.9% | $4,752+57.1% |
| Participant deferral / active EE | $5,392 | $6,520-17.3% | $5,681-5.1% | $6,711-19.7% |
| Admin fee / account holder | $584 | $16,150-96.4% | $13,210-95.6% | $11,404-94.9% |