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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 | $65,664 | $88,815-26.1% | $81,882-19.8% | $145,897-55.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.04% | 1033.75%-1023.7pp | 779.47%-769.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $6,024 | $3,086+95.2% | $2,916+106.6% | $4,663+29.2% |
| Participant deferral / active EE | $9,626 | $4,647+107.1% | $4,323+122.7% | $6,689+43.9% |
| Admin fee / account holder | $10,747 | $8,434+27.4% | $7,360+46.0% | $13,390-19.7% |