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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 | $90,120 | $232,540-61.2% | $185,117-51.3% | $147,586-38.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.71% | 43.03%-32.3pp | 40.50%-29.8pp | 578.59%-567.9pp |
| Employer contribution / active EE | $18,625 | $5,195+258.5% | $4,182+345.4% | $4,876+281.9% |
| Participant deferral / active EE | $13,300 | $5,834+128.0% | $5,045+163.6% | $5,439+144.5% |
| Admin fee / account holder | $616 | $10,275-94.0% | $8,159-92.5% | $10,886-94.3% |