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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 | $51,093 | $148,582-65.6% | $135,942-62.4% | $139,456-63.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 97.03% | 79.26%+17.8pp | 68.28%+28.8pp | 373.45%-276.4pp |
| Employer contribution / active EE | $5,654 | $5,245+7.8% | $4,858+16.4% | $4,753+19.0% |
| Participant deferral / active EE | $16,704 | $8,101+106.2% | $7,759+115.3% | $6,711+148.9% |
| Admin fee / account holder | $301 | $12,402-97.6% | $10,764-97.2% | $11,407-97.4% |