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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 | $63,461 | $169,336-62.5% | $129,384-51.0% | $145,884-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.58% | 14408.70%-14400.1pp | 9461.77%-9453.2pp | 551.85%-543.3pp |
| Employer contribution / active EE | $6,650 | $5,540+20.0% | $4,153+60.1% | $4,662+42.6% |
| Participant deferral / active EE | $10,167 | $4,985+103.9% | $4,166+144.1% | $6,690+52.0% |
| Admin fee / account holder | $3,063 | $9,912-69.1% | $7,686-60.2% | $13,392-77.1% |