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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 | $65,023 | $159,934-59.3% | $147,005-55.8% | $145,959-55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.53% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $16,570 | $5,287+213.4% | $4,934+235.8% | $4,661+255.5% |
| Participant deferral / active EE | $7,500 | $8,427-11.0% | $8,070-7.1% | $6,689+12.1% |
| Admin fee / account holder | $600 | $15,053-96.0% | $13,006-95.4% | $13,398-95.5% |