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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 | $81,479 | $124,187-34.4% | $108,410-24.8% | $167,518-51.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.81% | 1379.80%-1363.0pp | 905.34%-888.5pp | 478.71%-461.9pp |
| Employer contribution / active EE | $3,057 | $4,187-27.0% | $3,558-14.1% | $4,838-36.8% |
| Participant deferral / active EE | $9,484 | $6,908+37.3% | $6,562+44.5% | $6,342+49.5% |
| Admin fee / account holder | $3,468 | $9,456-63.3% | $7,296-52.5% | $12,312-71.8% |