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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 | $86,252 | $150,442-42.7% | $136,295-36.7% | $147,585-41.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.17% | 1049.09%-1028.9pp | 5155.97%-5135.8pp | 578.56%-558.4pp |
| Employer contribution / active EE | $5,017 | $5,256-4.6% | $4,695+6.8% | $4,876+2.9% |
| Participant deferral / active EE | $12,000 | $6,630+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $1,947 | $10,905-82.2% | $9,243-78.9% | $10,885-82.1% |