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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 | $190,575 | $150,447+26.7% | $136,298+39.8% | $147,586+29.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.27% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.3pp |
| Employer contribution / active EE | $1,192 | $5,256-77.3% | $4,696-74.6% | $4,876-75.6% |
| Participant deferral / active EE | $7,581 | $6,631+14.3% | $6,247+21.4% | $5,439+39.4% |
| Admin fee / account holder | $53,456 | $10,906+390.1% | $9,244+478.3% | $10,886+391.1% |