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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 | $83,207 | $202,342-58.9% | $172,753-51.8% | $152,909-45.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.15% | 1029.88%-1014.7pp | 803.00%-787.9pp | 345.46%-330.3pp |
| Employer contribution / active EE | $5,081 | $5,857-13.3% | $5,144-1.2% | $4,764+6.6% |
| Participant deferral / active EE | $8,391 | $5,948+41.1% | $5,198+61.4% | $5,851+43.4% |
| Admin fee / account holder | $59,542 | $17,112+248.0% | $13,956+326.7% | $11,601+413.3% |