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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 | $188,984 | $97,732+93.4% | $83,831+125.4% | $135,380+39.6% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 51.49% | 1287.56%-1236.1pp | 850.99%-799.5pp | 519.81%-468.3pp |
| Employer contribution / active EE | $1,406 | $4,222-66.7% | $3,631-61.3% | $4,779-70.6% |
| Participant deferral / active EE | $5,817 | $4,683+24.2% | $4,082+42.5% | $5,609+3.7% |
| Admin fee / account holder | $6,866 | $6,675+2.9% | $5,479+25.3% | $10,828-36.6% |