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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 | $51,212 | $88,778-42.3% | $81,844-37.4% | $145,884-64.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.57% | 1033.03%-1021.5pp | 778.87%-767.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,527 | $3,087-50.5% | $2,916-47.6% | $4,662-67.2% |
| Participant deferral / active EE | $6,792 | $4,648+46.1% | $4,323+57.1% | $6,690+1.5% |
| Admin fee / account holder | $864 | $8,430-89.7% | $7,355-88.3% | $13,392-93.5% |