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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 | $95,694 | $72,396+32.2% | $67,511+41.7% | $145,959-34.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.66% | 7194.07%-7179.4pp | 3517.41%-3502.7pp | 561.95%-547.3pp |
| Employer contribution / active EE | $965 | $3,071-68.6% | $2,733-64.7% | $4,661-79.3% |
| Participant deferral / active EE | $10,857 | $4,781+127.1% | $4,000+171.4% | $6,689+62.3% |
| Admin fee / account holder | $20,496 | $5,538+270.1% | $3,999+412.6% | $13,398+53.0% |