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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 | $49,745 | $171,867-71.1% | $149,721-66.8% | $147,586-66.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.86% | 2113.36%-2097.5pp | 1501.67%-1485.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $7,931 | $6,275+26.4% | $5,444+45.7% | $4,876+62.6% |
| Participant deferral / active EE | $8,567 | $7,270+17.8% | $6,568+30.4% | $5,439+57.5% |
| Admin fee / account holder | $2,151 | $13,799-84.4% | $11,282-80.9% | $10,886-80.2% |