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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 | $84,191 | $88,815-5.2% | $81,882+2.8% | $145,897-42.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.36% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,639 | $3,086+17.9% | $2,916+24.8% | $4,663-22.0% |
| Participant deferral / active EE | $6,122 | $4,647+31.7% | $4,323+41.6% | $6,689-8.5% |
| Admin fee / account holder | $55,414 | $8,434+557.0% | $7,360+653.0% | $13,390+313.8% |