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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 | $107,516 | $160,040-32.8% | $147,096-26.9% | $145,877-26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $14,400 | $5,289+172.2% | $4,936+191.7% | $4,663+208.8% |
| Participant deferral / active EE | $14,400 | $8,429+70.8% | $8,071+78.4% | $6,691+115.2% |
| Admin fee / account holder | $737 | $15,050-95.1% | $13,005-94.3% | $13,402-94.5% |