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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 | $31,393 | $175,231-82.1% | $149,696-79.0% | $139,466-77.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 98.69% | 166.77%-68.1pp | 134.46%-35.8pp | 373.66%-275.0pp |
| Employer contribution / active EE | $9,133 | $5,478+66.7% | $4,821+89.4% | $4,754+92.1% |
| Participant deferral / active EE | $5,388 | $6,521-17.4% | $5,682-5.2% | $6,712-19.7% |
| Admin fee / account holder | $1,356 | $16,155-91.6% | $13,212-89.7% | $11,409-88.1% |