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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 | $64,881 | $88,778-26.9% | $81,844-20.7% | $145,884-55.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.91% | 1033.03%-1021.1pp | 778.87%-767.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,690 | $3,087-45.3% | $2,916-42.1% | $4,662-63.8% |
| Participant deferral / active EE | $1,861 | $4,648-60.0% | $4,323-57.0% | $6,690-72.2% |
| Admin fee / account holder | $5,426 | $8,430-35.6% | $7,355-26.2% | $13,392-59.5% |