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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 | $244,693 | $150,442+62.6% | $136,295+79.5% | $147,585+65.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.84% | 1049.09%-1027.3pp | 5155.97%-5134.1pp | 578.56%-556.7pp |
| Employer contribution / active EE | $11,167 | $5,256+112.5% | $4,695+137.8% | $4,876+129.0% |
| Participant deferral / active EE | $12,000 | $6,630+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $1,405 | $10,905-87.1% | $9,243-84.8% | $10,885-87.1% |