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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 | $95,221 | $176,077-45.9% | $159,455-40.3% | $167,518-43.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.69% | 331.83%-317.1pp | 263.63%-248.9pp | 478.71%-464.0pp |
| Employer contribution / active EE | $28,511 | $5,298+438.1% | $4,830+490.3% | $4,838+489.2% |
| Participant deferral / active EE | $19,448 | $7,751+150.9% | $7,353+164.5% | $6,342+206.6% |
| Admin fee / account holder | $9,316 | $12,556-25.8% | $10,800-13.7% | $12,312-24.3% |