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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 | $55,969 | $72,465-22.8% | $67,575-17.2% | $145,884-61.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.94% | 7222.56%-7208.6pp | 3528.98%-3515.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $8,596 | $3,074+179.7% | $2,736+214.2% | $4,662+84.4% |
| Participant deferral / active EE | $10,188 | $4,786+112.9% | $4,003+154.5% | $6,690+52.3% |
| Admin fee / account holder | $9,670 | $5,515+75.3% | $3,993+142.2% | $13,392-27.8% |