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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 | $203,621 | $150,445+35.3% | $136,297+49.4% | $147,585+38.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.44% | 1049.14%-1028.7pp | 5156.16%-5135.7pp | 578.57%-558.1pp |
| Employer contribution / active EE | $6,692 | $5,256+27.3% | $4,696+42.5% | $4,876+37.2% |
| Participant deferral / active EE | $7,867 | $6,631+18.7% | $6,247+25.9% | $5,439+44.7% |
| Admin fee / account holder | $1,473 | $10,906-86.5% | $9,244-84.1% | $10,885-86.5% |