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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 | $129,286 | $167,362-22.8% | $143,799-10.1% | $134,532-3.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 288.91% | 0.47%+288.4pp | -0.04%+289.0pp | 418.27%-129.4pp |
| Employer contribution / active EE | $18,998 | $5,620+238.0% | $4,952+283.6% | $4,741+300.7% |
| Participant deferral / active EE | $12,005 | $6,447+86.2% | $5,638+112.9% | $6,401+87.5% |
| Admin fee / account holder | $894 | $18,094-95.1% | $14,677-93.9% | $11,429-92.2% |