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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 | $78,160 | $124,346-37.1% | $111,308-29.8% | $167,536-53.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 91.54% | 37.45%+54.1pp | 54.67%+36.9pp | 478.82%-387.3pp |
| Employer contribution / active EE | $16,499 | $3,437+380.0% | $2,732+504.0% | $4,839+241.0% |
| Participant deferral / active EE | $3,108 | $5,182-40.0% | $4,487-30.7% | $6,342-51.0% |
| Admin fee / account holder | $771 | $10,621-92.7% | $7,965-90.3% | $12,315-93.7% |