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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 | $112,115 | $226,135-50.4% | $182,558-38.6% | $152,909-26.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.17% | 192.60%-170.4pp | 148.59%-126.4pp | 345.46%-323.3pp |
| Employer contribution / active EE | $4,075 | $4,979-18.2% | $4,0760% | $4,764-14.5% |
| Participant deferral / active EE | $9,534 | $6,371+49.7% | $5,526+72.5% | $5,851+62.9% |
| Admin fee / account holder | $307 | $10,707-97.1% | $8,594-96.4% | $11,601-97.4% |