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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 | $112,644 | $150,447-25.1% | $136,298-17.4% | $147,586-23.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.50% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $14,322 | $5,256+172.5% | $4,696+205.0% | $4,876+193.7% |
| Participant deferral / active EE | $11,333 | $6,631+70.9% | $6,247+81.4% | $5,439+108.4% |
| Admin fee / account holder | $1,389 | $10,906-87.3% | $9,244-85.0% | $10,886-87.2% |