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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 | $115,162 | $88,754+29.8% | $81,820+40.8% | $145,877-21.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.42% | 1031.77%-1011.4pp | 777.93%-757.5pp | 551.28%-530.9pp |
| Employer contribution / active EE | $16,474 | $3,085+433.9% | $2,915+465.1% | $4,663+253.3% |
| Participant deferral / active EE | $6,940 | $4,648+49.3% | $4,323+60.5% | $6,691+3.7% |
| Admin fee / account holder | $731 | $8,424-91.3% | $7,391-90.1% | $13,402-94.5% |