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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 | $97,601 | $156,398-37.6% | $147,318-33.7% | $138,895-29.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 91.74% | 78.75%+13.0pp | 70.43%+21.3pp | 145.39%-53.7pp |
| Employer contribution / active EE | $23,673 | $4,853+387.8% | $4,593+415.4% | $4,194+464.4% |
| Participant deferral / active EE | $19,545 | $8,237+137.3% | $7,906+147.2% | $6,396+205.6% |
| Admin fee / account holder | $4,615 | $14,976-69.2% | $13,708-66.3% | $12,562-63.3% |