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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 | $44,144 | $159,978-72.4% | $147,041-70.0% | $145,978-69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.36%-84.2pp | 419.21%-405.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $28,500 | $5,288+438.9% | $4,935+477.5% | $4,662+511.4% |
| Participant deferral / active EE | $28,500 | $8,429+238.1% | $8,071+253.1% | $6,690+326.0% |
| Admin fee / account holder | $121,207 | $15,053+705.2% | $13,006+831.9% | $13,400+804.5% |