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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 | $92,838 | $167,503-44.6% | $151,627-38.8% | $134,493-31.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 331.16% | 7.80%+323.4pp | 3.33%+327.8pp | 418.01%-86.9pp |
| Employer contribution / active EE | $22,838 | $6,829+234.4% | $6,166+270.4% | $4,740+381.8% |
| Participant deferral / active EE | $17,671 | $8,985+96.7% | $8,363+111.3% | $6,400+176.1% |
| Admin fee / account holder | $383 | $13,777-97.2% | $11,612-96.7% | $11,425-96.7% |