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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 | $95,089 | $183,539-48.2% | $155,556-38.9% | $145,897-34.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 61.31%-42.4pp | 64.84%-45.9pp | 552.29%-533.4pp |
| Employer contribution / active EE | $7,339 | $5,315+38.1% | $4,675+57.0% | $4,663+57.4% |
| Participant deferral / active EE | $4,840 | $6,467-25.2% | $5,631-14.0% | $6,689-27.6% |
| Admin fee / account holder | $16,786 | $19,275-12.9% | $15,885+5.7% | $13,390+25.4% |