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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 | $79,524 | $107,941-26.3% | $91,994-13.6% | $152,897-48.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 94.42% | 89.28%+5.1pp | 69.04%+25.4pp | 345.43%-251.0pp |
| Employer contribution / active EE | $28,204 | $4,212+569.7% | $3,453+716.9% | $4,764+492.1% |
| Participant deferral / active EE | $24,200 | $6,366+280.2% | $5,924+308.5% | $5,851+313.6% |
| Admin fee / account holder | $396 | $10,521-96.2% | $7,744-94.9% | $11,599-96.6% |