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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 | $225,860 | $150,447+50.1% | $136,298+65.7% | $147,586+53.0% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 11.19% | 1049.15%-1038.0pp | 5156.27%-5145.1pp | 578.59%-567.4pp |
| Employer contribution / active EE | $11,903 | $5,256+126.4% | $4,696+153.5% | $4,876+144.1% |
| Participant deferral / active EE | $8,654 | $6,631+30.5% | $6,247+38.5% | $5,439+59.1% |
| Admin fee / account holder | $36,778 | $10,906+237.2% | $9,244+297.9% | $10,886+237.9% |