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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 | $26,765 | $150,447-82.2% | $136,298-80.4% | $147,586-81.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.83% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.8pp |
| Employer contribution / active EE | $1,578 | $5,256-70.0% | $4,696-66.4% | $4,876-67.6% |
| Participant deferral / active EE | $3,323 | $6,631-49.9% | $6,247-46.8% | $5,439-38.9% |
| Admin fee / account holder | $347 | $10,906-96.8% | $9,244-96.2% | $10,886-96.8% |