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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 | $119,499 | $150,447-20.6% | $136,298-12.3% | $147,586-19.0% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 20.70% | 1049.15%-1028.5pp | 5156.27%-5135.6pp | 578.59%-557.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,109 | $6,631-53.1% | $6,247-50.2% | $5,439-42.8% |
| Admin fee / account holder | $451 | $10,906-95.9% | $9,244-95.1% | $10,886-95.9% |