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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 | $232,185 | $149,040+55.8% | $120,225+93.1% | $137,256+69.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.94% | 605.68%-590.7pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $46,125 | $4,350+960.3% | $3,475+1227.2% | $4,156+1009.8% |
| Participant deferral / active EE | $7,833 | $4,655+68.3% | $3,999+95.9% | $6,407+22.3% |
| Admin fee / account holder | $2,804 | $6,348-55.8% | $5,696-50.8% | $12,270-77.2% |