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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 | $126,134 | $150,447-16.2% | $136,298-7.5% | $147,586-14.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 38.78% | 1049.15%-1010.4pp | 5156.27%-5117.5pp | 578.59%-539.8pp |
| Employer contribution / active EE | $31,229 | $5,256+494.1% | $4,696+565.1% | $4,876+540.4% |
| Participant deferral / active EE | $12,585 | $6,631+89.8% | $6,247+101.5% | $5,439+131.4% |
| Admin fee / account holder | $1,627 | $10,906-85.1% | $9,244-82.4% | $10,886-85.1% |