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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 | $83,848 | $106,008-20.9% | $92,240-9.1% | $147,586-43.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.68% | 50.05%-37.4pp | 176.29%-163.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $13,808 | $4,333+218.6% | $3,680+275.2% | $4,876+183.2% |
| Participant deferral / active EE | $13,000 | $4,478+190.3% | $3,897+233.6% | $5,439+139.0% |
| Admin fee / account holder | $592 | $6,333-90.7% | $5,194-88.6% | $10,886-94.6% |