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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 | $81,567 | $150,447-45.8% | $136,298-40.2% | $147,586-44.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.74% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,160 | $6,631-37.3% | $6,247-33.4% | $5,439-23.5% |
| Admin fee / account holder | $757 | $10,906-93.1% | $9,244-91.8% | $10,886-93.0% |