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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 | $74,226 | $148,623-50.1% | $135,974-45.4% | $139,466-46.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 690.23% | 79.30%+610.9pp | 68.30%+621.9pp | 373.66%+316.6pp |
| Employer contribution / active EE | $42,462 | $5,246+709.4% | $4,859+773.9% | $4,754+793.2% |
| Participant deferral / active EE | $27,949 | $8,103+244.9% | $7,760+260.2% | $6,712+316.4% |
| Admin fee / account holder | $4,408 | $12,406-64.5% | $10,767-59.1% | $11,409-61.4% |