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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 | $173,595 | $150,442+15.4% | $136,295+27.4% | $147,585+17.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.87% | 1049.09%-1038.2pp | 5155.97%-5145.1pp | 578.56%-567.7pp |
| Employer contribution / active EE | $4,199 | $5,256-20.1% | $4,695-10.6% | $4,876-13.9% |
| Participant deferral / active EE | $11,048 | $6,630+66.6% | $6,247+76.8% | $5,439+103.1% |
| Admin fee / account holder | $6,713 | $10,905-38.4% | $9,243-27.4% | $10,885-38.3% |