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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 | $47,706 | $88,754-46.2% | $81,820-41.7% | $145,877-67.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.81% | 1031.77%-1019.0pp | 777.93%-765.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $12,975 | $3,085+320.5% | $2,915+345.1% | $4,663+178.3% |
| Participant deferral / active EE | $25,028 | $4,648+438.5% | $4,323+479.0% | $6,691+274.1% |
| Admin fee / account holder | $29,292 | $8,424+247.7% | $7,391+296.4% | $13,402+118.6% |