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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 | $147,094 | $180,459-18.5% | $154,108-4.6% | $135,380+8.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.34% | 888.21%-886.9pp | 735.21%-733.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $9,733 | $6,035+61.3% | $5,298+83.7% | $4,779+103.7% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,397 | $16,145-85.2% | $13,411-82.1% | $10,828-77.9% |