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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 | $47,515 | $169,336-71.9% | $129,384-63.3% | $145,884-67.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.39% | 14408.70%-14395.3pp | 9461.77%-9448.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,075 | $5,540-26.4% | $4,153-1.9% | $4,662-12.6% |
| Participant deferral / active EE | $11,316 | $4,985+127.0% | $4,166+171.7% | $6,690+69.2% |
| Admin fee / account holder | $1,717 | $9,912-82.7% | $7,686-77.7% | $13,392-87.2% |