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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 | $113,147 | $100,938+12.1% | $90,461+25.1% | $158,982-28.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.97% | 1727.20%-1710.2pp | 1294.76%-1277.8pp | 302.99%-286.0pp |
| Employer contribution / active EE | $9,800 | $3,691+165.5% | $3,264+200.3% | $4,763+105.8% |
| Participant deferral / active EE | $19,600 | $4,350+350.6% | $3,964+394.4% | $5,983+227.6% |
| Admin fee / account holder | $106,713 | $6,510+1539.3% | $5,617+1799.9% | $11,252+848.4% |