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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 | $10,621 | $169,361-93.7% | $129,397-91.8% | $145,877-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.37% | 14395.54%-14378.2pp | 9453.98%-9436.6pp | 551.28%-533.9pp |
| Employer contribution / active EE | $2,979 | $5,542-46.2% | $4,154-28.3% | $4,663-36.1% |
| Participant deferral / active EE | $3,894 | $4,987-21.9% | $4,167-6.6% | $6,691-41.8% |
| Admin fee / account holder | $3,071 | $9,903-69.0% | $7,679-60.0% | $13,402-77.1% |