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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 | $210,340 | $144,130+45.9% | $117,861+78.5% | $147,586+42.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.66% | 531.20%-519.5pp | 335.11%-323.4pp | 578.59%-566.9pp |
| Employer contribution / active EE | $5,217 | $4,897+6.5% | $3,786+37.8% | $4,876+7.0% |
| Participant deferral / active EE | $12,558 | $5,316+136.2% | $4,482+180.2% | $5,439+130.9% |
| Admin fee / account holder | $24,567 | $10,887+125.7% | $8,021+206.3% | $10,886+125.7% |