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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 | $82,791 | $150,447-45.0% | $136,298-39.3% | $147,586-43.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.37% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $3,265 | $5,256-37.9% | $4,696-30.5% | $4,876-33.0% |
| Participant deferral / active EE | $6,957 | $6,631+4.9% | $6,247+11.4% | $5,439+27.9% |
| Admin fee / account holder | $6,048 | $10,906-44.5% | $9,244-34.6% | $10,886-44.4% |