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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 | $128,776 | $160,059-19.5% | $140,019-8.0% | $135,379-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 51.80% | 911.44%-859.6pp | 651.15%-599.3pp | 519.79%-468.0pp |
| Employer contribution / active EE | $1,606 | $6,420-75.0% | $5,605-71.4% | $4,779-66.4% |
| Participant deferral / active EE | $7,252 | $7,641-5.1% | $6,927+4.7% | $5,609+29.3% |
| Admin fee / account holder | $7,201 | $13,328-46.0% | $10,705-32.7% | $10,828-33.5% |