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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 | $89,739 | $183,592-51.1% | $155,574-42.3% | $145,877-38.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 169.26% | 61.37%+107.9pp | 64.87%+104.4pp | 551.28%-382.0pp |
| Employer contribution / active EE | $7,256 | $5,317+36.5% | $4,676+55.2% | $4,663+55.6% |
| Participant deferral / active EE | $6,241 | $6,466-3.5% | $5,629+10.9% | $6,691-6.7% |
| Admin fee / account holder | $1,190 | $19,316-93.8% | $15,914-92.5% | $13,402-91.1% |