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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 | $121,951 | $202,342-39.7% | $172,753-29.4% | $152,909-20.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.25% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $13,445 | $5,857+129.5% | $5,144+161.4% | $4,764+182.2% |
| Participant deferral / active EE | $6,714 | $5,948+12.9% | $5,198+29.2% | $5,851+14.7% |
| Admin fee / account holder | $15,565 | $17,112-9.0% | $13,956+11.5% | $11,601+34.2% |