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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 | $98,198 | $175,231-44.0% | $149,696-34.4% | $139,466-29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.20% | 166.77%-147.6pp | 134.46%-115.3pp | 373.66%-354.5pp |
| Employer contribution / active EE | $12,180 | $5,478+122.3% | $4,821+152.7% | $4,754+156.2% |
| Participant deferral / active EE | $10,642 | $6,521+63.2% | $5,682+87.3% | $6,712+58.6% |
| Admin fee / account holder | $571 | $16,155-96.5% | $13,212-95.7% | $11,409-95.0% |