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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 | $188,261 | $150,447+25.1% | $136,298+38.1% | $147,586+27.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.81% | 1049.15%-1030.3pp | 5156.27%-5137.5pp | 578.59%-559.8pp |
| Employer contribution / active EE | $20,465 | $5,256+289.3% | $4,696+335.8% | $4,876+319.7% |
| Participant deferral / active EE | $16,388 | $6,631+147.2% | $6,247+162.3% | $5,439+201.3% |
| Admin fee / account holder | $1,010 | $10,906-90.7% | $9,244-89.1% | $10,886-90.7% |