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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 | $36,404 | $102,696-64.6% | $86,235-57.8% | $139,487-73.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 30.81% | 1925.91%-1895.1pp | 1170.03%-1139.2pp | 373.84%-343.0pp |
| Employer contribution / active EE | $2,385 | $3,034-21.4% | $2,381+0.2% | $4,755-49.8% |
| Participant deferral / active EE | $6,509 | $4,679+39.1% | $3,987+63.3% | $6,713-3.0% |
| Admin fee / account holder | $19,911 | $8,667+129.7% | $6,856+190.4% | $11,407+74.5% |