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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 | $38,257 | $150,442-74.6% | $136,295-71.9% | $147,585-74.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.62% | 1049.09%-1038.5pp | 5155.97%-5145.4pp | 578.56%-567.9pp |
| Employer contribution / active EE | $2,000 | $5,256-61.9% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $3,947 | $6,630-40.5% | $6,247-36.8% | $5,439-27.4% |
| Admin fee / account holder | $3,021 | $10,905-72.3% | $9,243-67.3% | $10,885-72.3% |