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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 | $77,364 | $202,345-61.8% | $172,755-55.2% | $152,885-49.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.47% | 1029.77%-1009.3pp | 802.94%-782.5pp | 345.39%-324.9pp |
| Employer contribution / active EE | $7,985 | $5,858+36.3% | $5,144+55.2% | $4,763+67.6% |
| Participant deferral / active EE | $5,211 | $5,948-12.4% | $5,198+0.3% | $5,851-10.9% |
| Admin fee / account holder | $469 | $17,111-97.3% | $13,955-96.6% | $11,598-96.0% |