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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 | $78,305 | $138,068-43.3% | $125,358-37.5% | $134,493-41.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.88% | 750.30%-743.4pp | 572.03%-565.1pp | 418.01%-411.1pp |
| Employer contribution / active EE | $17,962 | $5,244+242.5% | $4,814+273.1% | $4,740+278.9% |
| Participant deferral / active EE | $10,800 | $7,799+38.5% | $7,447+45.0% | $6,400+68.8% |
| Admin fee / account holder | $2,569 | $11,568-77.8% | $10,007-74.3% | $11,425-77.5% |