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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 | $45,298 | $157,304-71.2% | $141,197-67.9% | $152,909-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 239.28% | 64.34%+174.9pp | 71.41%+167.9pp | 345.46%-106.2pp |
| Employer contribution / active EE | $4,225 | $5,263-19.7% | $4,736-10.8% | $4,764-11.3% |
| Participant deferral / active EE | $16,578 | $7,111+133.1% | $6,710+147.1% | $5,851+183.3% |
| Admin fee / account holder | $4,029 | $12,126-66.8% | $10,265-60.7% | $11,601-65.3% |