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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 | $83,087 | $129,960-36.1% | $104,299-20.3% | $134,545-38.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 111.01% | 42.06%+69.0pp | 24.62%+86.4pp | 418.37%-307.4pp |
| Employer contribution / active EE | $16,925 | $4,186+304.3% | $3,373+401.8% | $4,742+257.0% |
| Participant deferral / active EE | $8,485 | $5,589+51.8% | $4,626+83.4% | $6,401+32.5% |
| Admin fee / account holder | $610 | $9,324-93.5% | $7,339-91.7% | $11,431-94.7% |