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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 | $57,647 | $202,342-71.5% | $172,753-66.6% | $152,909-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.46% | 1029.88%-1004.4pp | 803.00%-777.5pp | 345.46%-320.0pp |
| Employer contribution / active EE | $5,272 | $5,857-10.0% | $5,144+2.5% | $4,764+10.7% |
| Participant deferral / active EE | $6,139 | $5,948+3.2% | $5,198+18.1% | $5,851+4.9% |
| Admin fee / account holder | $3,663 | $17,112-78.6% | $13,956-73.8% | $11,601-68.4% |