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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 | $77,669 | $201,372-61.4% | $184,260-57.8% | $145,884-46.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.01% | 29.04%+16.0pp | 28.84%+16.2pp | 551.85%-506.8pp |
| Employer contribution / active EE | $18,373 | $7,024+161.6% | $6,427+185.8% | $4,662+294.1% |
| Participant deferral / active EE | $21,653 | $9,808+120.8% | $9,133+137.1% | $6,690+223.7% |
| Admin fee / account holder | $8,592 | $16,362-47.5% | $13,898-38.2% | $13,392-35.8% |