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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 | $62,013 | $202,345-69.4% | $172,755-64.1% | $152,885-59.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.64% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.8pp |
| Employer contribution / active EE | $2,296 | $5,858-60.8% | $5,144-55.4% | $4,763-51.8% |
| Participant deferral / active EE | $4,648 | $5,948-21.9% | $5,198-10.6% | $5,851-20.6% |
| Admin fee / account holder | $355 | $17,111-97.9% | $13,955-97.5% | $11,598-96.9% |