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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 | $36,727 | $160,070-77.1% | $147,117-75.0% | $145,897-74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.66% | 98.69%-83.0pp | 420.54%-404.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $6,465 | $5,285+22.3% | $4,932+31.1% | $4,663+38.7% |
| Participant deferral / active EE | $14,559 | $8,419+72.9% | $8,065+80.5% | $6,689+117.6% |
| Admin fee / account holder | $1,322 | $15,035-91.2% | $12,993-89.8% | $13,390-90.1% |