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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 | $58,935 | $76,368-22.8% | $67,681-12.9% | $154,746-61.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.42% | 1066.77%-1053.4pp | 590.58%-577.2pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,127 | $3,151-32.5% | $2,678-20.6% | $4,379-51.4% |
| Participant deferral / active EE | $8,313 | $4,824+72.3% | $3,976+109.1% | $6,730+23.5% |
| Admin fee / account holder | $390 | $8,559-95.4% | $6,100-93.6% | $14,365-97.3% |