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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 | $49,830 | $169,361-70.6% | $129,397-61.5% | $145,877-65.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.53% | 14395.54%-14383.0pp | 9453.98%-9441.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,828 | $5,542-67.0% | $4,154-56.0% | $4,663-60.8% |
| Participant deferral / active EE | $9,772 | $4,987+95.9% | $4,167+134.5% | $6,691+46.1% |
| Admin fee / account holder | $333 | $9,903-96.6% | $7,679-95.7% | $13,402-97.5% |