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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 | $68,825 | $202,342-66.0% | $172,752-60.2% | $152,897-55.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.18% | 1029.83%-1013.7pp | 802.97%-786.8pp | 345.43%-329.3pp |
| Employer contribution / active EE | $13,122 | $5,858+124.0% | $5,144+155.1% | $4,764+175.5% |
| Participant deferral / active EE | $9,903 | $5,948+66.5% | $5,198+90.5% | $5,851+69.2% |
| Admin fee / account holder | $39,867 | $17,111+133.0% | $13,955+185.7% | $11,599+243.7% |