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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 | $30,272 | $96,361-68.6% | $80,607-62.4% | $139,456-78.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 33.90% | 1350.95%-1317.0pp | 936.11%-902.2pp | 373.45%-339.5pp |
| Employer contribution / active EE | $11,183 | $3,262+242.8% | $2,724+310.5% | $4,753+135.3% |
| Participant deferral / active EE | $7,292 | $5,232+39.4% | $4,448+63.9% | $6,711+8.6% |
| Admin fee / account holder | $2,196 | $6,601-66.7% | $5,379-59.2% | $11,407-80.7% |