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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 | $101,352 | $171,867-41.0% | $149,721-32.3% | $147,586-31.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.29% | 2113.36%-2101.1pp | 1501.67%-1489.4pp | 578.59%-566.3pp |
| Employer contribution / active EE | $13,264 | $6,275+111.4% | $5,444+143.6% | $4,876+172.0% |
| Participant deferral / active EE | $6,276 | $7,270-13.7% | $6,568-4.4% | $5,439+15.4% |
| Admin fee / account holder | $38,697 | $13,799+180.4% | $11,282+243.0% | $10,886+255.5% |