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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 | $194,420 | $150,446+29.2% | $136,297+42.6% | $147,585+31.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.45% | 1049.14%-1037.7pp | 5156.19%-5144.7pp | 578.58%-567.1pp |
| Employer contribution / active EE | $16,248 | $5,256+209.1% | $4,696+246.0% | $4,876+233.2% |
| Participant deferral / active EE | $5,822 | $6,631-12.2% | $6,247-6.8% | $5,439+7.0% |
| Admin fee / account holder | $101,038 | $10,906+826.5% | $9,244+993.0% | $10,886+828.2% |