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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 | $32,333 | $150,445-78.5% | $136,297-76.3% | $147,585-78.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.28% | 1049.14%-1025.9pp | 5156.16%-5132.9pp | 578.57%-555.3pp |
| Employer contribution / active EE | $3,028 | $5,256-42.4% | $4,696-35.5% | $4,876-37.9% |
| Participant deferral / active EE | $12,008 | $6,631+81.1% | $6,247+92.2% | $5,439+120.8% |
| Admin fee / account holder | $817 | $10,906-92.5% | $9,244-91.2% | $10,885-92.5% |