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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 | $114,741 | $198,470-42.2% | $170,444-32.7% | $147,585-22.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 74.43% | 257.30%-182.9pp | 205.94%-131.5pp | 578.56%-504.1pp |
| Employer contribution / active EE | $36,789 | $6,184+494.9% | $5,433+577.2% | $4,876+654.4% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $966 | $16,852-94.3% | $13,881-93.0% | $10,885-91.1% |