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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 | $66,570 | $150,446-55.8% | $136,297-51.2% | $147,585-54.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.49% | 1049.14%-1028.7pp | 5156.19%-5135.7pp | 578.58%-558.1pp |
| Employer contribution / active EE | $9,170 | $5,256+74.5% | $4,696+95.3% | $4,876+88.0% |
| Participant deferral / active EE | $8,452 | $6,631+27.5% | $6,247+35.3% | $5,439+55.4% |
| Admin fee / account holder | $577 | $10,906-94.7% | $9,244-93.8% | $10,886-94.7% |