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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 | $108,598 | $171,867-36.8% | $149,721-27.5% | $147,586-26.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.21% | 2113.36%-2099.2pp | 1501.67%-1487.5pp | 578.59%-564.4pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,125 | $7,270-2.0% | $6,568+8.5% | $5,439+31.0% |
| Admin fee / account holder | $923 | $13,799-93.3% | $11,282-91.8% | $10,886-91.5% |