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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 | $64,705 | $114,130-43.3% | $96,192-32.7% | $167,553-61.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.41% | 190.07%-176.7pp | 192.09%-178.7pp | 478.89%-465.5pp |
| Employer contribution / active EE | $6,937 | $3,431+102.2% | $2,799+147.8% | $4,840+43.3% |
| Participant deferral / active EE | $4,388 | $5,198-15.6% | $4,351+0.8% | $6,343-30.8% |
| Admin fee / account holder | $586 | $6,901-91.5% | $5,539-89.4% | $12,316-95.2% |