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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 | $51,635 | $227,399-77.3% | $189,758-72.8% | $198,609-74.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 240.79% | 61.03%+179.8pp | 52.62%+188.2pp | 202.70%+38.1pp |
| Employer contribution / active EE | $3,547 | $5,526-35.8% | $4,767-25.6% | $5,055-29.8% |
| Participant deferral / active EE | $6,494 | $6,837-5.0% | $5,856+10.9% | $6,977-6.9% |
| Admin fee / account holder | $862 | $25,162-96.6% | $20,388-95.8% | $19,030-95.5% |