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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 | $159,180 | $109,872+44.9% | $98,483+61.6% | $167,536-5.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.37% | 1959.31%-1942.9pp | 1494.38%-1478.0pp | 478.82%-462.4pp |
| Employer contribution / active EE | $1,179 | $3,225-63.4% | $2,961-60.2% | $4,839-75.6% |
| Participant deferral / active EE | $6,961 | $4,673+49.0% | $4,276+62.8% | $6,342+9.8% |
| Admin fee / account holder | $992 | $6,757-85.3% | $5,953-83.3% | $12,315-91.9% |