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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 | $53,014 | $100,895-47.5% | $90,430-41.4% | $158,950-66.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.45% | 1725.54%-1707.1pp | 1293.73%-1275.3pp | 302.91%-284.5pp |
| Employer contribution / active EE | $20,032 | $3,689+443.0% | $3,262+514.1% | $4,762+320.7% |
| Participant deferral / active EE | $6,144 | $4,347+41.3% | $3,963+55.0% | $5,983+2.7% |
| Admin fee / account holder | $1,055 | $6,505-83.8% | $5,613-81.2% | $11,248-90.6% |