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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 | $31,418 | $138,072-77.2% | $123,549-74.6% | $135,382-76.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11965.18% | 153.69%+11811.5pp | 119.20%+11846.0pp | 519.77%+11445.4pp |
| Employer contribution / active EE | $3,799 | $5,152-26.3% | $4,628-17.9% | $4,779-20.5% |
| Participant deferral / active EE | $17,364 | $6,799+155.4% | $6,426+170.2% | $5,609+209.6% |
| Admin fee / account holder | $5,193 | $10,917-52.4% | $9,284-44.1% | $10,829-52.0% |