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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 | $66,874 | $96,388-30.6% | $80,627-17.1% | $139,466-52.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.33% | 1352.08%-1335.7pp | 936.76%-920.4pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,921 | $3,260-41.1% | $2,723-29.4% | $4,754-59.6% |
| Participant deferral / active EE | $12,142 | $5,224+132.4% | $4,443+173.3% | $6,712+80.9% |
| Admin fee / account holder | $1,091 | $6,603-83.5% | $5,381-79.7% | $11,409-90.4% |