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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 | $28,762 | $160,040-82.0% | $147,096-80.4% | $145,877-80.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 43.60% | 98.49%-54.9pp | 419.75%-376.1pp | 551.28%-507.7pp |
| Employer contribution / active EE | $12,012 | $5,289+127.1% | $4,936+143.4% | $4,663+157.6% |
| Participant deferral / active EE | $25,833 | $8,429+206.5% | $8,071+220.1% | $6,691+286.1% |
| Admin fee / account holder | $10,046 | $15,050-33.2% | $13,005-22.8% | $13,402-25.0% |