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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 | $69,606 | $202,345-65.6% | $172,755-59.7% | $152,885-54.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.27% | 1029.77%-1003.5pp | 802.94%-776.7pp | 345.39%-319.1pp |
| Employer contribution / active EE | $2,672 | $5,858-54.4% | $5,144-48.1% | $4,763-43.9% |
| Participant deferral / active EE | $10,233 | $5,948+72.0% | $5,198+96.9% | $5,851+74.9% |
| Admin fee / account holder | $854 | $17,111-95.0% | $13,955-93.9% | $11,598-92.6% |