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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 | $175,995 | $88,815+98.2% | $81,882+114.9% | $145,897+20.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.91% | 1033.75%-1014.8pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $8,651 | $3,086+180.3% | $2,916+196.7% | $4,663+85.5% |
| Participant deferral / active EE | $14,389 | $4,647+209.6% | $4,323+232.8% | $6,689+115.1% |
| Admin fee / account holder | $57,088 | $8,434+576.8% | $7,360+675.7% | $13,390+326.3% |