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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 | $64,297 | $138,072-53.4% | $123,549-48.0% | $135,382-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 70.93% | 153.69%-82.8pp | 119.20%-48.3pp | 519.77%-448.8pp |
| Employer contribution / active EE | $8,250 | $5,152+60.1% | $4,628+78.3% | $4,779+72.6% |
| Participant deferral / active EE | $9,000 | $6,799+32.4% | $6,426+40.1% | $5,609+60.5% |
| Admin fee / account holder | $323 | $10,917-97.0% | $9,284-96.5% | $10,829-97.0% |