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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 | $69,186 | $160,028-56.8% | $147,080-53.0% | $145,884-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 98.60%-87.9pp | 420.17%-409.5pp | 551.85%-541.1pp |
| Employer contribution / active EE | $36,130 | $5,286+583.5% | $4,933+632.4% | $4,662+674.9% |
| Participant deferral / active EE | $25,964 | $8,422+208.3% | $8,066+221.9% | $6,690+288.1% |
| Admin fee / account holder | $709 | $15,030-95.3% | $12,989-94.5% | $13,392-94.7% |