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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 | $33,105 | $150,447-78.0% | $136,298-75.7% | $147,586-77.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.29% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $6,650 | $5,256+26.5% | $4,696+41.6% | $4,876+36.4% |
| Participant deferral / active EE | $5,338 | $6,631-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $593 | $10,906-94.6% | $9,244-93.6% | $10,886-94.5% |