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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 | $28,794 | $148,623-80.6% | $135,974-78.8% | $139,466-79.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.62% | 79.30%-54.7pp | 68.30%-43.7pp | 373.66%-349.0pp |
| Employer contribution / active EE | $35,673 | $5,246+580.0% | $4,859+634.2% | $4,754+650.4% |
| Participant deferral / active EE | $46,298 | $8,103+471.4% | $7,760+496.6% | $6,712+589.8% |
| Admin fee / account holder | $66,097 | $12,406+432.8% | $10,767+513.9% | $11,409+479.4% |