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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 | $75,572 | $150,447-49.8% | $136,298-44.6% | $147,586-48.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.72% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $7,193 | $5,256+36.8% | $4,696+53.2% | $4,876+47.5% |
| Participant deferral / active EE | $7,197 | $6,631+8.5% | $6,247+15.2% | $5,439+32.3% |
| Admin fee / account holder | $487 | $10,906-95.5% | $9,244-94.7% | $10,886-95.5% |