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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 | $26,985 | $160,040-83.1% | $147,096-81.7% | $145,877-81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.49% | 98.49%-78.0pp | 419.75%-399.3pp | 551.28%-530.8pp |
| Employer contribution / active EE | $5,919 | $5,289+11.9% | $4,936+19.9% | $4,663+26.9% |
| Participant deferral / active EE | $6,278 | $8,429-25.5% | $8,071-22.2% | $6,691-6.2% |
| Admin fee / account holder | $1,149 | $15,050-92.4% | $13,005-91.2% | $13,402-91.4% |