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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 | $25,011 | $88,778-71.8% | $81,844-69.4% | $145,884-82.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.21% | 1033.03%-1021.8pp | 778.87%-767.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $3,934 | $3,087+27.4% | $2,916+34.9% | $4,662-15.6% |
| Participant deferral / active EE | $4,148 | $4,648-10.8% | $4,323-4.1% | $6,690-38.0% |
| Admin fee / account holder | $28,184 | $8,430+234.3% | $7,355+283.2% | $13,392+110.5% |