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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 | $26,806 | $156,963-82.9% | $121,204-77.9% | $139,466-80.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.06% | 1476.75%-1454.7pp | 987.18%-965.1pp | 373.66%-351.6pp |
| Employer contribution / active EE | $924 | $5,544-83.3% | $4,170-77.8% | $4,754-80.6% |
| Participant deferral / active EE | $6,500 | $4,848+34.1% | $4,083+59.2% | $6,712-3.2% |
| Admin fee / account holder | $398 | $6,953-94.3% | $5,651-93.0% | $11,409-96.5% |