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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 | $120,335 | $150,447-20.0% | $136,298-11.7% | $147,586-18.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.57% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $7,658 | $5,256+45.7% | $4,696+63.1% | $4,876+57.0% |
| Participant deferral / active EE | $6,209 | $6,631-6.4% | $6,247-0.6% | $5,439+14.2% |
| Admin fee / account holder | $32,348 | $10,906+196.6% | $9,244+249.9% | $10,886+197.2% |