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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 | $46,547 | $106,267-56.2% | $96,520-51.8% | $139,456-66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4591.27% | 38.45%+4552.8pp | 35.72%+4555.6pp | 373.45%+4217.8pp |
| Employer contribution / active EE | $1,662 | $4,105-59.5% | $3,739-55.5% | $4,753-65.0% |
| Participant deferral / active EE | $7,251 | $5,454+32.9% | $4,879+48.6% | $6,711+8.0% |
| Admin fee / account holder | $573 | $7,882-92.7% | $6,733-91.5% | $11,407-95.0% |