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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 | $83,459 | $99,017-15.7% | $86,587-3.6% | $147,585-43.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.83% | 1312.37%-1292.5pp | 964.86%-945.0pp | 578.56%-558.7pp |
| Employer contribution / active EE | $6,557 | $3,132+109.3% | $2,839+130.9% | $4,876+34.5% |
| Participant deferral / active EE | $6,692 | $3,972+68.5% | $3,609+85.4% | $5,439+23.0% |
| Admin fee / account holder | $594 | $5,710-89.6% | $4,906-87.9% | $10,885-94.5% |