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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 | $148,041 | $160,059-7.5% | $140,019+5.7% | $135,382+9.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.24% | 911.44%-912.7pp | 651.15%-652.4pp | 519.77%-521.0pp |
| Employer contribution / active EE | $7,778 | $6,420+21.2% | $5,605+38.8% | $4,779+62.8% |
| Participant deferral / active EE | $13,599 | $7,641+78.0% | $6,927+96.3% | $5,609+142.4% |
| Admin fee / account holder | $41,109 | $13,328+208.4% | $10,705+284.0% | $10,829+279.6% |