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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 | $79,187 | $85,766-7.7% | $136,298-41.9% | $70,126+12.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 60.28% | 31.46%+28.8pp | 5156.27%-5096.0pp | 73.15%-12.9pp |
| Employer contribution / active EE | $11,210 | $2,966+277.9% | $4,696+138.7% | $2,343+378.5% |
| Participant deferral / active EE | $11,519 | $5,051+128.0% | $6,247+84.4% | $3,332+245.7% |
| Admin fee / account holder | $991 | $5,421-81.7% | $9,244-89.3% | $4,645-78.7% |