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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 | $181,835 | $150,447+20.9% | $136,298+33.4% | $147,586+23.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.02% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $7,895 | $5,256+50.2% | $4,696+68.1% | $4,876+61.9% |
| Participant deferral / active EE | $6,742 | $6,631+1.7% | $6,247+7.9% | $5,439+24.0% |
| Admin fee / account holder | $6,467 | $10,906-40.7% | $9,244-30.0% | $10,886-40.6% |