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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 | $30,228 | $175,231-82.7% | $149,696-79.8% | $139,466-78.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.70% | 166.77%-143.1pp | 134.46%-110.8pp | 373.66%-350.0pp |
| Employer contribution / active EE | $18,477 | $5,478+237.3% | $4,821+283.3% | $4,754+288.7% |
| Participant deferral / active EE | $10,683 | $6,521+63.8% | $5,682+88.0% | $6,712+59.2% |
| Admin fee / account holder | $728 | $16,155-95.5% | $13,212-94.5% | $11,409-93.6% |