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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 | $186,808 | $150,447+24.2% | $136,298+37.1% | $147,586+26.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.09% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.5pp |
| Employer contribution / active EE | $18,697 | $5,256+255.7% | $4,696+298.2% | $4,876+283.4% |
| Participant deferral / active EE | $18,000 | $6,631+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $382 | $10,906-96.5% | $9,244-95.9% | $10,886-96.5% |