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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 | $60,129 | $160,040-62.4% | $147,096-59.1% | $145,877-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 98.49%-76.9pp | 419.75%-398.2pp | 551.28%-529.7pp |
| Employer contribution / active EE | $30,491 | $5,289+476.5% | $4,936+517.7% | $4,663+553.9% |
| Participant deferral / active EE | $18,339 | $8,429+117.6% | $8,071+127.2% | $6,691+174.1% |
| Admin fee / account holder | $3,505 | $15,050-76.7% | $13,005-73.1% | $13,402-73.8% |