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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 | $85,838 | $202,342-57.6% | $172,753-50.3% | $152,909-43.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.18% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $35,198 | $5,857+500.9% | $5,144+584.3% | $4,764+638.9% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,851+224.7% |
| Admin fee / account holder | $2,763 | $17,112-83.9% | $13,956-80.2% | $11,601-76.2% |