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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 | $106,407 | $148,623-28.4% | $135,974-21.7% | $139,466-23.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.04% | 79.30%-45.3pp | 68.30%-34.3pp | 373.66%-339.6pp |
| Employer contribution / active EE | $32,606 | $5,246+521.5% | $4,859+571.1% | $4,754+585.9% |
| Participant deferral / active EE | $30,409 | $8,103+275.3% | $7,760+291.9% | $6,712+353.1% |
| Admin fee / account holder | $18,410 | $12,406+48.4% | $10,767+71.0% | $11,409+61.4% |