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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 | $72,931 | $180,749-59.7% | $160,784-54.6% | $137,256-46.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.89% | 2234.46%-2216.6pp | 1803.92%-1786.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,703 | $4,155+85.4% | $3,733+106.4% | $4,156+85.3% |
| Participant deferral / active EE | $14,539 | $6,844+112.4% | $6,293+131.0% | $6,407+126.9% |
| Admin fee / account holder | $15,785 | $10,397+51.8% | $9,717+62.4% | $12,270+28.6% |