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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 | $165,906 | $173,397-4.3% | $135,987+22.0% | $145,877+13.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.96% | 1166.18%-1145.2pp | 580.01%-559.0pp | 551.28%-530.3pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $34,291 | $8,710+293.7% | $7,027+388.0% | $6,691+412.5% |
| Admin fee / account holder | $19,913 | $9,663+106.1% | $6,716+196.5% | $13,402+48.6% |