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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 | $125,383 | $202,342-38.0% | $172,753-27.4% | $152,909-18.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.47% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $1,991 | $5,857-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $4,964 | $5,948-16.5% | $5,198-4.5% | $5,851-15.2% |
| Admin fee / account holder | $2,346 | $17,112-86.3% | $13,956-83.2% | $11,601-79.8% |