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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 | $125,029 | $171,867-27.3% | $149,721-16.5% | $147,586-15.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.89% | 2113.36%-2095.5pp | 1501.67%-1483.8pp | 578.59%-560.7pp |
| Employer contribution / active EE | $8,804 | $6,275+40.3% | $5,444+61.7% | $4,876+80.5% |
| Participant deferral / active EE | $7,481 | $7,270+2.9% | $6,568+13.9% | $5,439+37.5% |
| Admin fee / account holder | $1,198 | $13,799-91.3% | $11,282-89.4% | $10,886-89.0% |