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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 | $210,255 | $149,040+41.1% | $120,225+74.9% | $137,256+53.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.63% | 605.68%-587.1pp | 439.23%-420.6pp | 220.34%-201.7pp |
| Employer contribution / active EE | $11,899 | $4,350+173.5% | $3,475+242.4% | $4,156+186.3% |
| Participant deferral / active EE | $12,800 | $4,655+175.0% | $3,999+220.1% | $6,407+99.8% |
| Admin fee / account holder | $4,184 | $6,348-34.1% | $5,696-26.6% | $12,270-65.9% |