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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 | $33,624 | $202,342-83.4% | $172,753-80.5% | $152,909-78.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.86% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.6pp |
| Employer contribution / active EE | $2,988 | $5,857-49.0% | $5,144-41.9% | $4,764-37.3% |
| Participant deferral / active EE | $6,722 | $5,948+13.0% | $5,198+29.3% | $5,851+14.9% |
| Admin fee / account holder | $598 | $17,112-96.5% | $13,956-95.7% | $11,601-94.8% |