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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 | $98,552 | $150,447-34.5% | $136,298-27.7% | $147,586-33.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.13% | 1049.15%-1035.0pp | 5156.27%-5142.1pp | 578.59%-564.5pp |
| Employer contribution / active EE | $11,975 | $5,256+127.8% | $4,696+155.0% | $4,876+145.6% |
| Participant deferral / active EE | $8,937 | $6,631+34.8% | $6,247+43.0% | $5,439+64.3% |
| Admin fee / account holder | $1,505 | $10,906-86.2% | $9,244-83.7% | $10,886-86.2% |