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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 | $15,171 | $169,361-91.0% | $129,397-88.3% | $145,877-89.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.91% | 14395.54%-14372.6pp | 9453.98%-9431.1pp | 551.28%-528.4pp |
| Employer contribution / active EE | $3,641 | $5,542-34.3% | $4,154-12.4% | $4,663-21.9% |
| Participant deferral / active EE | $9,271 | $4,987+85.9% | $4,167+122.5% | $6,691+38.6% |
| Admin fee / account holder | $960 | $9,903-90.3% | $7,679-87.5% | $13,402-92.8% |