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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 | $48,510 | $150,447-67.8% | $136,298-64.4% | $147,586-67.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.99% | 1049.15%-1034.2pp | 5156.27%-5141.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,487 | $5,256-71.7% | $4,696-68.3% | $4,876-69.5% |
| Participant deferral / active EE | $3,204 | $6,631-51.7% | $6,247-48.7% | $5,439-41.1% |
| Admin fee / account holder | $21,048 | $10,906+93.0% | $9,244+127.7% | $10,886+93.3% |