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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 | $61,884 | $176,077-64.9% | $159,455-61.2% | $167,518-63.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.11% | 331.83%-313.7pp | 263.63%-245.5pp | 478.71%-460.6pp |
| Employer contribution / active EE | $8,003 | $5,298+51.0% | $4,830+65.7% | $4,838+65.4% |
| Participant deferral / active EE | $8,003 | $7,751+3.2% | $7,353+8.8% | $6,342+26.2% |
| Admin fee / account holder | $477 | $12,556-96.2% | $10,800-95.6% | $12,312-96.1% |