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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 | $133,192 | $150,446-11.5% | $136,297-2.3% | $147,585-9.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.16% | 1049.14%-1033.0pp | 5156.19%-5140.0pp | 578.58%-562.4pp |
| Employer contribution / active EE | $5,920 | $5,256+12.6% | $4,696+26.1% | $4,876+21.4% |
| Participant deferral / active EE | $6,489 | $6,631-2.1% | $6,247+3.9% | $5,439+19.3% |
| Admin fee / account holder | $118,427 | $10,906+985.9% | $9,244+1181.2% | $10,886+987.9% |