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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 | $29,320 | $148,629-80.3% | $135,982-78.4% | $139,487-79.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 467.81% | 79.33%+388.5pp | 68.32%+399.5pp | 373.84%+94.0pp |
| Employer contribution / active EE | $21,667 | $5,247+313.0% | $4,859+345.9% | $4,755+355.7% |
| Participant deferral / active EE | $4,219 | $8,102-47.9% | $7,760-45.6% | $6,713-37.1% |
| Admin fee / account holder | $381 | $12,406-96.9% | $10,767-96.5% | $11,407-96.7% |