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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 | $94,185 | $202,342-53.5% | $172,752-45.5% | $152,897-38.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.40% | 1029.83%-1008.4pp | 802.97%-781.6pp | 345.43%-324.0pp |
| Employer contribution / active EE | $13,144 | $5,858+124.4% | $5,144+155.5% | $4,764+175.9% |
| Participant deferral / active EE | $7,000 | $5,948+17.7% | $5,198+34.7% | $5,851+19.6% |
| Admin fee / account holder | $6,207 | $17,111-63.7% | $13,955-55.5% | $11,599-46.5% |