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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 | $62,012 | $76,522-19.0% | $56,033+10.7% | $145,884-57.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.51% | 3014.28%-3004.8pp | 1711.38%-1701.9pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,808 | $1,382+30.8% | $1,041+73.7% | $4,662-61.2% |
| Participant deferral / active EE | $4,839 | $2,624+84.4% | $1,954+147.6% | $6,690-27.7% |
| Admin fee / account holder | $841 | $3,328-74.7% | $2,827-70.2% | $13,392-93.7% |