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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 | $18,919 | $156,963-87.9% | $121,204-84.4% | $139,466-86.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 23.87% | 1476.75%-1452.9pp | 987.18%-963.3pp | 373.66%-349.8pp |
| Employer contribution / active EE | $4,198 | $5,544-24.3% | $4,170+0.7% | $4,754-11.7% |
| Participant deferral / active EE | $5,163 | $4,848+6.5% | $4,083+26.5% | $6,712-23.1% |
| Admin fee / account holder | $2,073 | $6,953-70.2% | $5,651-63.3% | $11,409-81.8% |