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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 | $25,511 | $150,447-83.0% | $136,298-81.3% | $147,586-82.7% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 48.81% | 1049.15%-1000.3pp | 5156.27%-5107.5pp | 578.59%-529.8pp |
| Employer contribution / active EE | $7,723 | $5,256+46.9% | $4,696+64.5% | $4,876+58.4% |
| Participant deferral / active EE | $5,345 | $6,631-19.4% | $6,247-14.4% | $5,439-1.7% |
| Admin fee / account holder | $628 | $10,906-94.2% | $9,244-93.2% | $10,886-94.2% |