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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 | $49,702 | $102,595-51.6% | $94,057-47.2% | $154,746-67.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.92% | 583.42%-568.5pp | 480.62%-465.7pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,808 | $3,147-42.6% | $2,933-38.4% | $4,379-58.7% |
| Participant deferral / active EE | $1,807 | $5,118-64.7% | $4,709-61.6% | $6,730-73.1% |
| Admin fee / account holder | $482 | $7,736-93.8% | $7,244-93.4% | $14,365-96.6% |