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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 | $88,860 | $114,073-22.1% | $96,161-7.6% | $167,518-47.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.91% | 189.95%-175.0pp | 192.01%-177.1pp | 478.71%-463.8pp |
| Employer contribution / active EE | $18,778 | $3,428+447.7% | $2,798+571.0% | $4,838+288.1% |
| Participant deferral / active EE | $9,750 | $5,195+87.7% | $4,349+124.2% | $6,342+53.7% |
| Admin fee / account holder | $1,263 | $6,899-81.7% | $5,538-77.2% | $12,312-89.7% |