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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 | $38,606 | $202,342-80.9% | $172,753-77.7% | $152,909-74.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1212.26% | 1029.88%+182.4pp | 803.00%+409.3pp | 345.46%+866.8pp |
| Employer contribution / active EE | $2,272 | $5,857-61.2% | $5,144-55.8% | $4,764-52.3% |
| Participant deferral / active EE | $4,800 | $5,948-19.3% | $5,198-7.7% | $5,851-18.0% |
| Admin fee / account holder | $929 | $17,112-94.6% | $13,956-93.3% | $11,601-92.0% |