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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 | $75,893 | $90,691-16.3% | $76,119-0.3% | $145,884-48.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.47% | 624.52%-616.1pp | 361.25%-352.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,875 | $3,329-43.7% | $2,693-30.4% | $4,662-59.8% |
| Participant deferral / active EE | $1,875 | $5,167-63.7% | $4,259-56.0% | $6,690-72.0% |
| Admin fee / account holder | $1,277 | $8,383-84.8% | $6,421-80.1% | $13,392-90.5% |