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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 | $80,601 | $202,342-60.2% | $172,753-53.3% | $152,909-47.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.14% | 1029.88%-1009.7pp | 803.00%-782.9pp | 345.46%-325.3pp |
| Employer contribution / active EE | $7,094 | $5,857+21.1% | $5,144+37.9% | $4,764+48.9% |
| Participant deferral / active EE | $4,333 | $5,948-27.1% | $5,198-16.6% | $5,851-25.9% |
| Admin fee / account holder | $10,817 | $17,112-36.8% | $13,956-22.5% | $11,601-6.8% |