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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 | $96,699 | $150,447-35.7% | $136,298-29.1% | $147,586-34.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.99% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $5,574 | $5,256+6.0% | $4,696+18.7% | $4,876+14.3% |
| Participant deferral / active EE | $16,074 | $6,631+142.4% | $6,247+157.3% | $5,439+195.5% |
| Admin fee / account holder | $1,959 | $10,906-82.0% | $9,244-78.8% | $10,886-82.0% |