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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 | $164,626 | $150,442+9.4% | $136,295+20.8% | $147,585+11.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.94% | 1049.09%-1034.2pp | 5155.97%-5141.0pp | 578.56%-563.6pp |
| Employer contribution / active EE | $19,837 | $5,256+277.4% | $4,695+322.5% | $4,876+306.8% |
| Participant deferral / active EE | $11,655 | $6,630+75.8% | $6,247+86.6% | $5,439+114.3% |
| Admin fee / account holder | $20,146 | $10,905+84.7% | $9,243+118.0% | $10,885+85.1% |