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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 | $77,946 | $202,342-61.5% | $172,753-54.9% | $152,909-49.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.58% | 1029.88%-1014.3pp | 803.00%-787.4pp | 345.46%-329.9pp |
| Employer contribution / active EE | $6,525 | $5,857+11.4% | $5,144+26.9% | $4,764+37.0% |
| Participant deferral / active EE | $6,569 | $5,948+10.4% | $5,198+26.4% | $5,851+12.3% |
| Admin fee / account holder | $59,437 | $17,112+247.4% | $13,956+325.9% | $11,601+412.4% |