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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 | $60,170 | $150,445-60.0% | $136,297-55.9% | $147,585-59.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.36% | 1049.14%-1036.8pp | 5156.16%-5143.8pp | 578.57%-566.2pp |
| Employer contribution / active EE | $6,187 | $5,256+17.7% | $4,696+31.8% | $4,876+26.9% |
| Participant deferral / active EE | $13,191 | $6,631+98.9% | $6,247+111.2% | $5,439+142.5% |
| Admin fee / account holder | $1,403 | $10,906-87.1% | $9,244-84.8% | $10,885-87.1% |