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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 | $54,948 | $124,175-55.7% | $108,405-49.3% | $167,536-67.2% |
| Participation rate | 95.7% | 82.3%+13.4pp | 80.1%+15.5pp | 82.1%+13.5pp |
| Annual return | 66.07% | 1380.13%-1314.1pp | 905.55%-839.5pp | 478.82%-412.7pp |
| Employer contribution / active EE | $3,825 | $4,188-8.7% | $3,559+7.5% | $4,839-21.0% |
| Participant deferral / active EE | $7,699 | $6,908+11.4% | $6,563+17.3% | $6,342+21.4% |
| Admin fee / account holder | $813 | $9,457-91.4% | $7,297-88.9% | $12,315-93.4% |