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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 | $213,953 | $109,872+94.7% | $98,483+117.2% | $167,536+27.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.10% | 1959.31%-1938.2pp | 1494.38%-1473.3pp | 478.82%-457.7pp |
| Employer contribution / active EE | $6,302 | $3,225+95.4% | $2,961+112.9% | $4,839+30.2% |
| Participant deferral / active EE | $11,410 | $4,673+144.1% | $4,276+166.8% | $6,342+79.9% |
| Admin fee / account holder | $9,553 | $6,757+41.4% | $5,953+60.5% | $12,315-22.4% |