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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 | $38,889 | $76,368-49.1% | $67,681-42.5% | $154,746-74.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.34% | 1066.77%-1049.4pp | 590.58%-573.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $9,856 | $3,151+212.7% | $2,678+268.0% | $4,379+125.1% |
| Participant deferral / active EE | $4,728 | $4,824-2.0% | $3,976+18.9% | $6,730-29.8% |
| Admin fee / account holder | $847 | $8,559-90.1% | $6,100-86.1% | $14,365-94.1% |