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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 | $32,104 | $160,070-79.9% | $147,117-78.2% | $145,897-78.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 417.12% | 98.69%+318.4pp | 420.54%-3.4pp | 552.29%-135.2pp |
| Employer contribution / active EE | $7,555 | $5,285+43.0% | $4,932+53.2% | $4,663+62.0% |
| Participant deferral / active EE | $8,485 | $8,419+0.8% | $8,065+5.2% | $6,689+26.8% |
| Admin fee / account holder | $3,140 | $15,035-79.1% | $12,993-75.8% | $13,390-76.6% |