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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 | $223,218 | $150,446+48.4% | $136,297+63.8% | $147,585+51.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.20% | 1049.14%-1034.9pp | 5156.19%-5142.0pp | 578.58%-564.4pp |
| Employer contribution / active EE | $4,349 | $5,256-17.3% | $4,696-7.4% | $4,876-10.8% |
| Participant deferral / active EE | $11,507 | $6,631+73.5% | $6,247+84.2% | $5,439+111.6% |
| Admin fee / account holder | $13,958 | $10,906+28.0% | $9,244+51.0% | $10,886+28.2% |