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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 | $51,213 | $150,447-66.0% | $136,298-62.4% | $147,586-65.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 14.47% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,310 | $5,256-56.1% | $4,696-50.8% | $4,876-52.6% |
| Participant deferral / active EE | $7,101 | $6,631+7.1% | $6,247+13.7% | $5,439+30.6% |
| Admin fee / account holder | $551 | $10,906-95.0% | $9,244-94.0% | $10,886-94.9% |