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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 | $60,823 | $97,289-37.5% | $92,805-34.5% | $155,188-60.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 220.53% | 29.03%+191.5pp | 31.59%+188.9pp | 148.84%+71.7pp |
| Employer contribution / active EE | $8,740 | $3,632+140.6% | $3,424+155.2% | $4,248+105.7% |
| Participant deferral / active EE | $16,723 | $8,795+90.1% | $8,448+98.0% | $6,531+156.0% |
| Admin fee / account holder | $924 | $12,015-92.3% | $10,911-91.5% | $14,480-93.6% |