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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 | $38,507 | $165,399-76.7% | $149,745-74.3% | $158,982-75.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 143.92% | 348.34%-204.4pp | 276.72%-132.8pp | 302.99%-159.1pp |
| Employer contribution / active EE | $9,584 | $5,105+87.7% | $4,646+106.3% | $4,763+101.2% |
| Participant deferral / active EE | $19,208 | $7,183+167.4% | $6,843+180.7% | $5,983+221.0% |
| Admin fee / account holder | $429 | $10,811-96.0% | $9,312-95.4% | $11,252-96.2% |