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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 | $69,186 | $159,978-56.8% | $147,041-52.9% | $145,978-52.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.72% | 98.36%-87.6pp | 419.21%-408.5pp | 550.52%-539.8pp |
| Employer contribution / active EE | $36,130 | $5,288+583.2% | $4,935+632.1% | $4,662+675.0% |
| Participant deferral / active EE | $25,964 | $8,429+208.0% | $8,071+221.7% | $6,690+288.1% |
| Admin fee / account holder | $709 | $15,053-95.3% | $13,006-94.6% | $13,400-94.7% |