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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 | $107,637 | $114,073-5.6% | $96,161+11.9% | $167,518-35.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 9.18% | 189.95%-180.8pp | 192.01%-182.8pp | 478.71%-469.5pp |
| Employer contribution / active EE | $16,829 | $3,428+390.9% | $2,798+501.4% | $4,838+247.8% |
| Participant deferral / active EE | $5,571 | $5,195+7.2% | $4,349+28.1% | $6,342-12.1% |
| Admin fee / account holder | $673 | $6,899-90.3% | $5,538-87.9% | $12,312-94.5% |