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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 | $178,535 | $90,607+97.0% | $79,467+124.7% | $135,380+31.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 15.39% | 977.74%-962.3pp | 718.30%-702.9pp | 519.81%-504.4pp |
| Employer contribution / active EE | $9,801 | $3,068+219.5% | $2,800+250.0% | $4,779+105.1% |
| Participant deferral / active EE | $15,880 | $4,050+292.1% | $3,704+328.7% | $5,609+183.1% |
| Admin fee / account holder | $1,614 | $5,895-72.6% | $5,104-68.4% | $10,828-85.1% |