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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 | $227,340 | $150,445+51.1% | $136,297+66.8% | $147,585+54.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.29% | 1049.14%-1031.8pp | 5156.16%-5138.9pp | 578.57%-561.3pp |
| Employer contribution / active EE | $13,383 | $5,256+154.6% | $4,696+185.0% | $4,876+174.4% |
| Participant deferral / active EE | $10,446 | $6,631+57.5% | $6,247+67.2% | $5,439+92.1% |
| Admin fee / account holder | $4,059 | $10,906-62.8% | $9,244-56.1% | $10,885-62.7% |