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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 | $85,879 | $155,833-44.9% | $124,693-31.1% | $167,536-48.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 9.70% | 17.98%-8.3pp | 5144.19%-5134.5pp | 478.82%-469.1pp |
| Employer contribution / active EE | $8,615 | $4,164+106.9% | $3,324+159.2% | $4,839+78.0% |
| Participant deferral / active EE | $4,169 | $5,675-26.5% | $4,615-9.7% | $6,342-34.3% |
| Admin fee / account holder | $370 | $9,534-96.1% | $7,494-95.1% | $12,315-97.0% |