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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 | $236,315 | $150,447+57.1% | $136,298+73.4% | $147,586+60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.99% | 1049.15%-1030.2pp | 5156.27%-5137.3pp | 578.59%-559.6pp |
| Employer contribution / active EE | $4,229 | $5,256-19.5% | $4,696-9.9% | $4,876-13.3% |
| Participant deferral / active EE | $14,513 | $6,631+118.9% | $6,247+132.3% | $5,439+166.8% |
| Admin fee / account holder | $4,970 | $10,906-54.4% | $9,244-46.2% | $10,886-54.3% |