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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 | $80,605 | $155,840-48.3% | $124,694-35.4% | $167,553-51.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.34% | 17.98%+0.4pp | 5144.82%-5126.5pp | 478.89%-460.6pp |
| Employer contribution / active EE | $12,133 | $4,165+191.3% | $3,325+265.0% | $4,840+150.7% |
| Participant deferral / active EE | $14,461 | $5,675+154.8% | $4,615+213.3% | $6,343+128.0% |
| Admin fee / account holder | $968 | $9,536-89.8% | $7,495-87.1% | $12,316-92.1% |