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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 | $169,238 | $150,447+12.5% | $136,298+24.2% | $147,586+14.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.63% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $5,299 | $5,256+0.8% | $4,696+12.9% | $4,876+8.7% |
| Participant deferral / active EE | $6,268 | $6,631-5.5% | $6,247+0.3% | $5,439+15.2% |
| Admin fee / account holder | $5,618 | $10,906-48.5% | $9,244-39.2% | $10,886-48.4% |