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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 | $139,334 | $155,833-10.6% | $124,693+11.7% | $167,536-16.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 38.81% | 17.98%+20.8pp | 5144.19%-5105.4pp | 478.82%-440.0pp |
| Employer contribution / active EE | $14,468 | $4,164+247.4% | $3,324+335.2% | $4,839+199.0% |
| Participant deferral / active EE | $15,111 | $5,675+166.3% | $4,615+227.4% | $6,342+138.3% |
| Admin fee / account holder | $12,235 | $9,534+28.3% | $7,494+63.3% | $12,315-0.6% |