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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 | $56,587 | $88,754-36.2% | $81,820-30.8% | $145,877-61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.96% | 1031.77%-1014.8pp | 777.93%-761.0pp | 551.28%-534.3pp |
| Employer contribution / active EE | $3,679 | $3,085+19.2% | $2,915+26.2% | $4,663-21.1% |
| Participant deferral / active EE | $9,170 | $4,648+97.3% | $4,323+112.1% | $6,691+37.1% |
| Admin fee / account holder | $1,868 | $8,424-77.8% | $7,391-74.7% | $13,402-86.1% |