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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 | $59,756 | $159,934-62.6% | $147,005-59.4% | $145,959-59.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $11,683 | $5,287+121.0% | $4,934+136.8% | $4,661+150.7% |
| Participant deferral / active EE | $5,875 | $8,427-30.3% | $8,070-27.2% | $6,689-12.2% |
| Admin fee / account holder | $3,753 | $15,053-75.1% | $13,006-71.1% | $13,398-72.0% |