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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 | $98,901 | $165,399-40.2% | $149,745-34.0% | $158,982-37.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 58.41% | 348.34%-289.9pp | 276.72%-218.3pp | 302.99%-244.6pp |
| Employer contribution / active EE | $37,867 | $5,105+641.8% | $4,646+715.1% | $4,763+695.0% |
| Participant deferral / active EE | $24,000 | $7,183+234.1% | $6,843+250.7% | $5,983+301.1% |
| Admin fee / account holder | $1,360 | $10,811-87.4% | $9,312-85.4% | $11,252-87.9% |