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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 | $138,821 | $209,847-33.8% | $189,520-26.8% | $167,518-17.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.70% | 748.45%-728.7pp | 555.25%-535.5pp | 478.71%-459.0pp |
| Employer contribution / active EE | $13,292 | $6,913+92.3% | $6,161+115.8% | $4,838+174.7% |
| Participant deferral / active EE | $10,712 | $8,934+19.9% | $8,220+30.3% | $6,342+68.9% |
| Admin fee / account holder | $6,099 | $14,295-57.3% | $12,046-49.4% | $12,312-50.5% |