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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 | $74,871 | $88,815-15.7% | $81,882-8.6% | $145,897-48.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.52% | 1033.75%-1014.2pp | 779.47%-760.0pp | 552.29%-532.8pp |
| Employer contribution / active EE | $11,750 | $3,086+280.7% | $2,916+302.9% | $4,663+152.0% |
| Participant deferral / active EE | $14,299 | $4,647+207.7% | $4,323+230.8% | $6,689+113.8% |
| Admin fee / account holder | $3,223 | $8,434-61.8% | $7,360-56.2% | $13,390-75.9% |