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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 | $38,993 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 12.20% | 1049.15%-1037.0pp | 5156.27%-5144.1pp | 578.59%-566.4pp |
| Employer contribution / active EE | $1,904 | $5,256-63.8% | $4,696-59.5% | $4,876-61.0% |
| Participant deferral / active EE | $5,748 | $6,631-13.3% | $6,247-8.0% | $5,439+5.7% |
| Admin fee / account holder | $4,333 | $10,906-60.3% | $9,244-53.1% | $10,886-60.2% |