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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 | $109,634 | $202,342-45.8% | $172,753-36.5% | $152,909-28.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.61% | 1029.88%-1008.3pp | 803.00%-781.4pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,787 | $5,857-69.5% | $5,144-65.3% | $4,764-62.5% |
| Participant deferral / active EE | $4,436 | $5,948-25.4% | $5,198-14.7% | $5,851-24.2% |
| Admin fee / account holder | $1,964 | $17,112-88.5% | $13,956-85.9% | $11,601-83.1% |