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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 | $67,383 | $149,679-55.0% | $117,039-42.4% | $147,585-54.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 182.53% | 19.31%+163.2pp | 18.95%+163.6pp | 578.58%-396.1pp |
| Employer contribution / active EE | $19,625 | $4,937+297.5% | $3,785+418.5% | $4,876+302.4% |
| Participant deferral / active EE | $7,765 | $4,912+58.1% | $3,929+97.6% | $5,439+42.8% |
| Admin fee / account holder | $557 | $7,856-92.9% | $5,974-90.7% | $10,886-94.9% |