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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 | $99,252 | $144,130-31.1% | $117,861-15.8% | $147,586-32.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.83% | 531.20%-521.4pp | 335.11%-325.3pp | 578.59%-568.8pp |
| Employer contribution / active EE | $8,370 | $4,897+70.9% | $3,786+121.1% | $4,876+71.6% |
| Participant deferral / active EE | $5,125 | $5,316-3.6% | $4,482+14.3% | $5,439-5.8% |
| Admin fee / account holder | $85,692 | $10,887+687.1% | $8,021+968.4% | $10,886+687.2% |