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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 | $59,621 | $156,927-62.0% | $121,169-50.8% | $139,456-57.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.26% | 1475.85%-1462.6pp | 986.71%-973.4pp | 373.45%-360.2pp |
| Employer contribution / active EE | $10,612 | $5,542+91.5% | $4,168+154.6% | $4,753+123.3% |
| Participant deferral / active EE | $3,750 | $4,848-22.7% | $4,083-8.1% | $6,711-44.1% |
| Admin fee / account holder | $341 | $6,946-95.1% | $5,645-94.0% | $11,407-97.0% |