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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 | $39,351 | $202,345-80.6% | $172,755-77.2% | $152,885-74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.83% | 1029.77%-1012.9pp | 802.94%-786.1pp | 345.39%-328.6pp |
| Employer contribution / active EE | $2,057 | $5,858-64.9% | $5,144-60.0% | $4,763-56.8% |
| Participant deferral / active EE | $2,120 | $5,948-64.4% | $5,198-59.2% | $5,851-63.8% |
| Admin fee / account holder | $465 | $17,111-97.3% | $13,955-96.7% | $11,598-96.0% |