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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 | $50,900 | $96,361-47.2% | $80,607-36.9% | $139,456-63.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.88% | 1350.95%-1331.1pp | 936.11%-916.2pp | 373.45%-353.6pp |
| Employer contribution / active EE | $5,150 | $3,262+57.9% | $2,724+89.0% | $4,753+8.4% |
| Participant deferral / active EE | $8,668 | $5,232+65.7% | $4,448+94.9% | $6,711+29.2% |
| Admin fee / account holder | $714 | $6,601-89.2% | $5,379-86.7% | $11,407-93.7% |