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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 | $62,508 | $73,421-14.9% | $66,439-5.9% | $155,188-59.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 14.84% | 1382.37%-1367.5pp | 757.66%-742.8pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,618 | $3,039+19.0% | $2,637+37.2% | $4,248-14.8% |
| Participant deferral / active EE | $8,173 | $4,680+74.6% | $3,876+110.9% | $6,531+25.1% |
| Admin fee / account holder | $5,597 | $8,856-36.8% | $6,173-9.3% | $14,480-61.3% |