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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 | $47,813 | $57,305-16.6% | $86,640-44.8% | $75,173-36.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.84% | 2674.24%-2657.4pp | 592.52%-575.7pp | 160.72%-143.9pp |
| Employer contribution / active EE | $6,261 | $2,316+170.3% | $3,024+107.0% | $2,671+134.4% |
| Participant deferral / active EE | $9,566 | $3,320+188.2% | $4,438+115.5% | $4,126+131.8% |
| Admin fee / account holder | $5,093 | $4,116+23.7% | $5,616-9.3% | $5,651-9.9% |