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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 | $205,723 | $109,863+87.3% | $98,477+108.9% | $167,518+22.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.95% | 1958.09%-1939.1pp | 1493.59%-1474.6pp | 478.71%-459.8pp |
| Employer contribution / active EE | $20,000 | $3,225+520.1% | $2,961+575.5% | $4,838+313.4% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,900 | $6,755-71.9% | $5,951-68.1% | $12,312-84.6% |