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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 | $148,669 | $156,927-5.3% | $121,169+22.7% | $139,456+6.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.80% | 1475.85%-1459.0pp | 986.71%-969.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $19,210 | $5,542+246.6% | $4,168+360.9% | $4,753+304.2% |
| Participant deferral / active EE | $9,000 | $4,848+85.6% | $4,083+120.4% | $6,711+34.1% |
| Admin fee / account holder | $524 | $6,946-92.5% | $5,645-90.7% | $11,407-95.4% |