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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 | $43,156 | $150,447-71.3% | $136,298-68.3% | $147,586-70.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.77% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $2,598 | $5,256-50.6% | $4,696-44.7% | $4,876-46.7% |
| Participant deferral / active EE | $7,217 | $6,631+8.8% | $6,247+15.5% | $5,439+32.7% |
| Admin fee / account holder | $2,388 | $10,906-78.1% | $9,244-74.2% | $10,886-78.1% |