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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 | $70,824 | $88,778-20.2% | $81,844-13.5% | $145,884-51.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.13% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,112 | $3,087+0.8% | $2,916+6.7% | $4,662-33.2% |
| Participant deferral / active EE | $7,852 | $4,648+68.9% | $4,323+81.6% | $6,690+17.4% |
| Admin fee / account holder | $2,116 | $8,430-74.9% | $7,355-71.2% | $13,392-84.2% |