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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 | $111,007 | $171,867-35.4% | $149,716-25.9% | $147,585-24.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.31% | 2113.36%-2093.1pp | 1501.67%-1481.4pp | 578.58%-558.3pp |
| Employer contribution / active EE | $10,237 | $6,275+63.1% | $5,444+88.0% | $4,876+109.9% |
| Participant deferral / active EE | $13,408 | $7,270+84.4% | $6,568+104.1% | $5,439+146.5% |
| Admin fee / account holder | $4,740 | $13,799-65.7% | $11,282-58.0% | $10,886-56.5% |