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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 | $15,402 | $97,732-84.2% | $83,831-81.6% | $135,380-88.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 67.45% | 1287.56%-1220.1pp | 850.99%-783.5pp | 519.81%-452.4pp |
| Employer contribution / active EE | $4,956 | $4,222+17.4% | $3,631+36.5% | $4,779+3.7% |
| Participant deferral / active EE | $4,481 | $4,683-4.3% | $4,082+9.8% | $5,609-20.1% |
| Admin fee / account holder | $397 | $6,675-94.0% | $5,479-92.8% | $10,828-96.3% |