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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 | $78,367 | $169,361-53.7% | $129,397-39.4% | $145,877-46.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.72% | 14395.54%-14379.8pp | 9453.98%-9438.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $7,786 | $5,542+40.5% | $4,154+87.4% | $4,663+67.0% |
| Participant deferral / active EE | $14,833 | $4,987+197.4% | $4,167+255.9% | $6,691+121.7% |
| Admin fee / account holder | $6,919 | $9,903-30.1% | $7,679-9.9% | $13,402-48.4% |