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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 | $98,438 | $159,978-38.5% | $147,041-33.1% | $145,978-32.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 98.36%-84.7pp | 419.21%-405.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $14,174 | $5,288+168.0% | $4,935+187.2% | $4,662+204.0% |
| Participant deferral / active EE | $28,347 | $8,429+236.3% | $8,071+251.2% | $6,690+323.7% |
| Admin fee / account holder | $23,683 | $15,053+57.3% | $13,006+82.1% | $13,400+76.7% |