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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 | $241,526 | $150,442+60.5% | $136,295+77.2% | $147,585+63.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.60% | 1049.09%-1035.5pp | 5155.97%-5142.4pp | 578.56%-565.0pp |
| Employer contribution / active EE | $10,980 | $5,256+108.9% | $4,695+133.8% | $4,876+125.2% |
| Participant deferral / active EE | $11,555 | $6,630+74.3% | $6,247+85.0% | $5,439+112.5% |
| Admin fee / account holder | $76,604 | $10,905+602.4% | $9,243+728.7% | $10,885+603.7% |