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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 | $112,106 | $202,342-44.6% | $172,753-35.1% | $152,909-26.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.98% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $3,785 | $5,857-35.4% | $5,144-26.4% | $4,764-20.5% |
| Participant deferral / active EE | $4,632 | $5,948-22.1% | $5,198-10.9% | $5,851-20.8% |
| Admin fee / account holder | $30,667 | $17,112+79.2% | $13,956+119.8% | $11,601+164.4% |