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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 | $147,617 | $100,203+47.3% | $85,240+73.2% | $145,897+1.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 74.67% | 84.28%-9.6pp | 66.75%+7.9pp | 552.29%-477.6pp |
| Employer contribution / active EE | $975 | $3,242-69.9% | $2,735-64.4% | $4,663-79.1% |
| Participant deferral / active EE | $1,219 | $5,299-77.0% | $4,527-73.1% | $6,689-81.8% |
| Admin fee / account holder | $166,487 | $7,265+2191.6% | $6,165+2600.6% | $13,390+1143.3% |