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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 | $79,661 | $169,361-53.0% | $129,397-38.4% | $145,877-45.4% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.6%+25.4pp | 80.3%+14.7pp |
| Annual return | 15.91% | 14395.54%-14379.6pp | 9453.98%-9438.1pp | 551.28%-535.4pp |
| Employer contribution / active EE | $7,807 | $5,542+40.9% | $4,154+87.9% | $4,663+67.4% |
| Participant deferral / active EE | $4,851 | $4,987-2.7% | $4,167+16.4% | $6,691-27.5% |
| Admin fee / account holder | $16,118 | $9,903+62.8% | $7,679+109.9% | $13,402+20.3% |