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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 | $65,986 | $90,530-27.1% | $76,030-13.2% | $145,897-54.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 43.97% | 625.08%-581.1pp | 361.54%-317.6pp | 552.29%-508.3pp |
| Employer contribution / active EE | $1,968 | $3,319-40.7% | $2,688-26.8% | $4,663-57.8% |
| Participant deferral / active EE | $8,782 | $5,164+70.0% | $4,257+106.3% | $6,689+31.3% |
| Admin fee / account holder | $17,603 | $8,383+110.0% | $6,421+174.2% | $13,390+31.5% |