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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 | $151,930 | $101,591+49.6% | $147,096+3.3% | $74,429+104.1% |
| Participation rate | 76.5% | 75.5%+0.9pp | 82.2%-5.7pp | 67.2%+9.3pp |
| Annual return | 13.57% | 8746.45%-8732.9pp | 419.75%-406.2pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $9,717 | $3,813+154.9% | $4,936+96.9% | $2,625+270.2% |
| Participant deferral / active EE | $14,942 | $7,302+104.6% | $8,071+85.1% | $4,348+243.6% |
| Admin fee / account holder | $32,323 | $1,750+1747.0% | $13,005+148.5% | $1,944+1562.4% |