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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 | $41,957 | $167,353-74.9% | $143,797-70.8% | $134,545-68.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1490.54% | 0.48%+1490.1pp | -0.04%+1490.6pp | 418.37%+1072.2pp |
| Employer contribution / active EE | $11,294 | $5,620+100.9% | $4,952+128.1% | $4,742+138.2% |
| Participant deferral / active EE | $19,990 | $6,447+210.1% | $5,638+254.5% | $6,401+212.3% |
| Admin fee / account holder | $1,501 | $18,096-91.7% | $14,679-89.8% | $11,431-86.9% |