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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 | $125,372 | $150,447-16.7% | $136,298-8.0% | $147,586-15.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.98% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $10,269 | $5,256+95.4% | $4,696+118.7% | $4,876+110.6% |
| Participant deferral / active EE | $9,955 | $6,631+50.1% | $6,247+59.4% | $5,439+83.0% |
| Admin fee / account holder | $838 | $10,906-92.3% | $9,244-90.9% | $10,886-92.3% |