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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 | $67,433 | $150,442-55.2% | $136,295-50.5% | $147,585-54.3% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 171.85% | 1049.09%-877.2pp | 5155.97%-4984.1pp | 578.56%-406.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $15,128 | $6,630+128.2% | $6,247+142.2% | $5,439+178.2% |
| Admin fee / account holder | $4,044 | $10,905-62.9% | $9,243-56.3% | $10,885-62.9% |