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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 | $64,524 | $138,072-53.3% | $123,549-47.8% | $135,382-52.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 224.49% | 153.69%+70.8pp | 119.20%+105.3pp | 519.77%-295.3pp |
| Employer contribution / active EE | $10,976 | $5,152+113.1% | $4,628+137.2% | $4,779+129.7% |
| Participant deferral / active EE | $9,605 | $6,799+41.3% | $6,426+49.5% | $5,609+71.2% |
| Admin fee / account holder | $457 | $10,917-95.8% | $9,284-95.1% | $10,829-95.8% |