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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 | $123,155 | $97,729+26.0% | $83,830+46.9% | $135,379-9.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 89.09% | 1287.52%-1198.4pp | 850.97%-761.9pp | 519.79%-430.7pp |
| Employer contribution / active EE | $15,199 | $4,222+260.0% | $3,631+318.6% | $4,779+218.0% |
| Participant deferral / active EE | $1,845 | $4,683-60.6% | $4,082-54.8% | $5,609-67.1% |
| Admin fee / account holder | $525 | $6,674-92.1% | $5,479-90.4% | $10,828-95.1% |