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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 | $23,100 | $109,905-79.0% | $98,506-76.5% | $167,553-86.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.75% | 1960.20%-1940.4pp | 1494.92%-1475.2pp | 478.89%-459.1pp |
| Employer contribution / active EE | $3,624 | $3,226+12.4% | $2,961+22.4% | $4,840-25.1% |
| Participant deferral / active EE | $5,893 | $4,674+26.1% | $4,277+37.8% | $6,343-7.1% |
| Admin fee / account holder | $1,207 | $6,760-82.1% | $5,955-79.7% | $12,316-90.2% |