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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 | $68,792 | $88,754-22.5% | $81,820-15.9% | $145,877-52.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1031.77%-1019.0pp | 777.93%-765.2pp | 551.28%-538.5pp |
| Employer contribution / active EE | $5,173 | $3,085+67.7% | $2,915+77.5% | $4,663+10.9% |
| Participant deferral / active EE | $4,493 | $4,648-3.3% | $4,323+3.9% | $6,691-32.8% |
| Admin fee / account holder | $21,106 | $8,424+150.6% | $7,391+185.6% | $13,402+57.5% |