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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 | $46,223 | $88,778-47.9% | $81,844-43.5% | $145,884-68.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.96% | 1033.03%-1013.1pp | 778.87%-758.9pp | 551.85%-531.9pp |
| Employer contribution / active EE | $5,465 | $3,087+77.0% | $2,916+87.4% | $4,662+17.2% |
| Participant deferral / active EE | $9,368 | $4,648+101.5% | $4,323+116.7% | $6,690+40.0% |
| Admin fee / account holder | $415 | $8,430-95.1% | $7,355-94.4% | $13,392-96.9% |