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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 | $62,850 | $202,342-68.9% | $172,752-63.6% | $152,897-58.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.97% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $4,791 | $5,858-18.2% | $5,144-6.9% | $4,764+0.6% |
| Participant deferral / active EE | $3,951 | $5,948-33.6% | $5,198-24.0% | $5,851-32.5% |
| Admin fee / account holder | $2,468 | $17,111-85.6% | $13,955-82.3% | $11,599-78.7% |