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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 | $79,593 | $150,442-47.1% | $136,295-41.6% | $147,585-46.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.28% | 1049.09%-1034.8pp | 5155.97%-5141.7pp | 578.56%-564.3pp |
| Employer contribution / active EE | $2,747 | $5,256-47.7% | $4,695-41.5% | $4,876-43.7% |
| Participant deferral / active EE | $5,055 | $6,630-23.8% | $6,247-19.1% | $5,439-7.1% |
| Admin fee / account holder | $1,954 | $10,905-82.1% | $9,243-78.9% | $10,885-82.1% |