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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 | $191,401 | $72,465+164.1% | $67,575+183.2% | $145,884+31.2% |
| Participation rate | 85.7% | 76.9%+8.8pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 11.31% | 7222.56%-7211.2pp | 3528.98%-3517.7pp | 551.85%-540.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,080 | $4,786-56.5% | $4,003-48.0% | $6,690-68.9% |
| Admin fee / account holder | $692 | $5,515-87.5% | $3,993-82.7% | $13,392-94.8% |