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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 | $144,608 | $171,867-15.9% | $149,721-3.4% | $147,586-2.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.21% | 2113.36%-2090.2pp | 1501.67%-1478.5pp | 578.59%-555.4pp |
| Employer contribution / active EE | $9,944 | $6,275+58.5% | $5,444+82.7% | $4,876+103.9% |
| Participant deferral / active EE | $12,300 | $7,270+69.2% | $6,568+87.3% | $5,439+126.2% |
| Admin fee / account holder | $10,426 | $13,799-24.4% | $11,282-7.6% | $10,886-4.2% |