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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 | $222,556 | $150,447+47.9% | $136,298+63.3% | $147,586+50.8% |
| Participation rate | 95.0% | 84.4%+10.6pp | 81.9%+13.1pp | 82.8%+12.2pp |
| Annual return | 14.02% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $13,302 | $5,256+153.1% | $4,696+183.3% | $4,876+172.8% |
| Participant deferral / active EE | $2,723 | $6,631-58.9% | $6,247-56.4% | $5,439-49.9% |
| Admin fee / account holder | $53,031 | $10,906+386.2% | $9,244+473.7% | $10,886+387.2% |