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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 | $52,930 | $88,778-40.4% | $81,844-35.3% | $145,884-63.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.75% | 1033.03%-1020.3pp | 778.87%-766.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $3,629 | $3,087+17.6% | $2,916+24.4% | $4,662-22.2% |
| Participant deferral / active EE | $3,879 | $4,648-16.5% | $4,323-10.3% | $6,690-42.0% |
| Admin fee / account holder | $40,171 | $8,430+376.5% | $7,355+446.1% | $13,392+200.0% |