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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 | $232,188 | $150,447+54.3% | $136,298+70.4% | $147,586+57.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.37% | 1049.15%-1025.8pp | 5156.27%-5132.9pp | 578.59%-555.2pp |
| Employer contribution / active EE | $13,135 | $5,256+149.9% | $4,696+179.7% | $4,876+169.4% |
| Participant deferral / active EE | $15,532 | $6,631+134.3% | $6,247+148.6% | $5,439+185.6% |
| Admin fee / account holder | $6,378 | $10,906-41.5% | $9,244-31.0% | $10,886-41.4% |