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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 | $130,020 | $228,352-43.1% | $185,835-30.0% | $158,966-18.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 402.20% | 40.81%+361.4pp | 35.96%+366.2pp | 302.95%+99.3pp |
| Employer contribution / active EE | $28,750 | $4,967+478.9% | $4,087+603.4% | $4,762+503.7% |
| Participant deferral / active EE | $11,375 | $6,416+77.3% | $5,633+101.9% | $5,983+90.1% |
| Admin fee / account holder | $643 | $11,867-94.6% | $9,502-93.2% | $11,250-94.3% |