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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 | $107,496 | $76,519+40.5% | $56,025+91.9% | $145,897-26.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 10.63% | 3017.03%-3006.4pp | 1712.69%-1702.1pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,870 | $1,383+35.2% | $1,042+79.6% | $4,663-59.9% |
| Participant deferral / active EE | $15,255 | $2,624+481.3% | $1,955+680.5% | $6,689+128.0% |
| Admin fee / account holder | $8,590 | $3,331+157.9% | $2,828+203.7% | $13,390-35.8% |