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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 | $205,048 | $149,040+37.6% | $120,225+70.6% | $137,256+49.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.76% | 605.68%-591.9pp | 439.23%-425.5pp | 220.34%-206.6pp |
| Employer contribution / active EE | $24,167 | $4,350+455.5% | $3,475+595.4% | $4,156+481.5% |
| Participant deferral / active EE | $18,167 | $4,655+290.3% | $3,999+354.3% | $6,407+183.6% |
| Admin fee / account holder | $38,790 | $6,348+511.1% | $5,696+581.0% | $12,270+216.1% |