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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 | $150,926 | $202,342-25.4% | $172,752-12.6% | $152,897-1.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.81% | 1029.83%-1015.0pp | 802.97%-788.2pp | 345.43%-330.6pp |
| Employer contribution / active EE | $1,990 | $5,858-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $6,816 | $5,948+14.6% | $5,198+31.1% | $5,851+16.5% |
| Admin fee / account holder | $33,065 | $17,111+93.2% | $13,955+136.9% | $11,599+185.1% |