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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 | $124,685 | $109,872+13.5% | $98,483+26.6% | $167,536-25.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.58% | 1959.31%-1942.7pp | 1494.38%-1477.8pp | 478.82%-462.2pp |
| Employer contribution / active EE | $15,952 | $3,225+394.6% | $2,961+438.8% | $4,839+229.6% |
| Participant deferral / active EE | $8,801 | $4,673+88.3% | $4,276+105.8% | $6,342+38.8% |
| Admin fee / account holder | $4,421 | $6,757-34.6% | $5,953-25.7% | $12,315-64.1% |