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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 | $156,220 | $150,447+3.8% | $136,298+14.6% | $147,586+5.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.58% | 1049.15%-1032.6pp | 5156.27%-5139.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $5,150 | $5,256-2.0% | $4,696+9.7% | $4,876+5.6% |
| Participant deferral / active EE | $9,205 | $6,631+38.8% | $6,247+47.3% | $5,439+69.3% |
| Admin fee / account holder | $5,082 | $10,906-53.4% | $9,244-45.0% | $10,886-53.3% |