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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 | $133,693 | $76,608+74.5% | $56,077+138.4% | $145,877-8.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 3009.59%-3000.3pp | 1709.28%-1699.9pp | 551.28%-541.9pp |
| Employer contribution / active EE | $14,298 | $1,382+934.8% | $1,040+1274.3% | $4,663+206.6% |
| Participant deferral / active EE | $10,002 | $2,624+281.1% | $1,954+411.9% | $6,691+49.5% |
| Admin fee / account holder | $5,065 | $3,325+52.3% | $2,825+79.3% | $13,402-62.2% |