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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 | $83,659 | $150,447-44.4% | $136,298-38.6% | $147,586-43.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.46% | 1049.15%-1036.7pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $8,836 | $5,256+68.1% | $4,696+88.2% | $4,876+81.2% |
| Participant deferral / active EE | $13,309 | $6,631+100.7% | $6,247+113.0% | $5,439+144.7% |
| Admin fee / account holder | $363 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |