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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 | $23,765 | $138,078-82.8% | $125,363-81.0% | $134,509-82.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 184.73% | 750.49%-565.8pp | 572.15%-387.4pp | 418.13%-233.4pp |
| Employer contribution / active EE | $3,514 | $5,245-33.0% | $4,815-27.0% | $4,741-25.9% |
| Participant deferral / active EE | $9,156 | $7,800+17.4% | $7,447+23.0% | $6,400+43.1% |
| Admin fee / account holder | $1,030 | $11,566-91.1% | $10,005-89.7% | $11,427-91.0% |