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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 | $40,022 | $202,342-80.2% | $172,753-76.8% | $152,909-73.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.11% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.4pp |
| Employer contribution / active EE | $2,118 | $5,857-63.8% | $5,144-58.8% | $4,764-55.5% |
| Participant deferral / active EE | $4,188 | $5,948-29.6% | $5,198-19.4% | $5,851-28.4% |
| Admin fee / account holder | $6,746 | $17,112-60.6% | $13,956-51.7% | $11,601-41.9% |