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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 | $199,441 | $150,447+32.6% | $136,298+46.3% | $147,586+35.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.03% | 1049.15%-1036.1pp | 5156.27%-5143.2pp | 578.59%-565.6pp |
| Employer contribution / active EE | $2,734 | $5,256-48.0% | $4,696-41.8% | $4,876-43.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,674 | $10,906-75.5% | $9,244-71.1% | $10,886-75.4% |