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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 | $38,362 | $100,938-62.0% | $90,461-57.6% | $158,982-75.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.11% | 1727.20%-1709.1pp | 1294.76%-1276.7pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,686 | $3,691-27.2% | $3,264-17.7% | $4,763-43.6% |
| Participant deferral / active EE | $4,358 | $4,350+0.2% | $3,964+9.9% | $5,983-27.2% |
| Admin fee / account holder | $379 | $6,510-94.2% | $5,617-93.2% | $11,252-96.6% |