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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 | $34,039 | $88,778-61.7% | $81,844-58.4% | $145,884-76.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1033.03%-1017.1pp | 778.87%-762.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,957 | $3,087-4.2% | $2,916+1.4% | $4,662-36.6% |
| Participant deferral / active EE | $3,572 | $4,648-23.2% | $4,323-17.4% | $6,690-46.6% |
| Admin fee / account holder | $479 | $8,430-94.3% | $7,355-93.5% | $13,392-96.4% |