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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 | $82,886 | $150,447-44.9% | $136,298-39.2% | $147,586-43.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.49% | 1049.15%-1037.7pp | 5156.27%-5144.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $2,794 | $5,256-46.8% | $4,696-40.5% | $4,876-42.7% |
| Participant deferral / active EE | $4,993 | $6,631-24.7% | $6,247-20.1% | $5,439-8.2% |
| Admin fee / account holder | $4,651 | $10,906-57.4% | $9,244-49.7% | $10,886-57.3% |