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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 | $150,707 | $185,199-18.6% | $142,874+5.5% | $167,518-10.0% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 17.47% | 8556.90%-8539.4pp | 5638.58%-5621.1pp | 478.71%-461.2pp |
| Employer contribution / active EE | $8,000 | $5,606+42.7% | $4,145+93.0% | $4,838+65.3% |
| Participant deferral / active EE | $9,600 | $4,495+113.6% | $3,838+150.1% | $6,342+51.4% |
| Admin fee / account holder | $2,415 | $8,031-69.9% | $6,561-63.2% | $12,312-80.4% |