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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 | $137,250 | $107,941+27.2% | $91,994+49.2% | $152,897-10.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 22.03% | 89.28%-67.3pp | 69.04%-47.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $29,895 | $4,212+609.8% | $3,453+765.8% | $4,764+527.6% |
| Participant deferral / active EE | $12,000 | $6,366+88.5% | $5,924+102.6% | $5,851+105.1% |
| Admin fee / account holder | $922 | $10,521-91.2% | $7,744-88.1% | $11,599-92.1% |