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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 | $58,238 | $202,342-71.2% | $172,753-66.3% | $152,909-61.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.79% | 1029.88%-1005.1pp | 803.00%-778.2pp | 345.46%-320.7pp |
| Employer contribution / active EE | $1,399 | $5,857-76.1% | $5,144-72.8% | $4,764-70.6% |
| Participant deferral / active EE | $7,931 | $5,948+33.3% | $5,198+52.6% | $5,851+35.5% |
| Admin fee / account holder | $631 | $17,112-96.3% | $13,956-95.5% | $11,601-94.6% |