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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 | $55,693 | $202,342-72.5% | $172,752-67.8% | $152,897-63.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.80% | 1029.83%-1017.0pp | 802.97%-790.2pp | 345.43%-332.6pp |
| Employer contribution / active EE | $5,484 | $5,858-6.4% | $5,144+6.6% | $4,764+15.1% |
| Participant deferral / active EE | $7,258 | $5,948+22.0% | $5,198+39.6% | $5,851+24.0% |
| Admin fee / account holder | $75,716 | $17,111+342.5% | $13,955+442.6% | $11,599+552.8% |