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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 | $83,123 | $202,326-58.9% | $172,745-51.9% | $152,870-45.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.42% | 1029.72%-1011.3pp | 802.90%-784.5pp | 345.34%-326.9pp |
| Employer contribution / active EE | $2,479 | $5,858-57.7% | $5,144-51.8% | $4,763-48.0% |
| Participant deferral / active EE | $6,825 | $5,948+14.7% | $5,197+31.3% | $5,850+16.7% |
| Admin fee / account holder | $1,697 | $17,110-90.1% | $13,954-87.8% | $11,597-85.4% |