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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 | $199,030 | $150,445+32.3% | $136,297+46.0% | $147,585+34.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.01% | 1049.14%-1034.1pp | 5156.16%-5141.1pp | 578.57%-563.6pp |
| Employer contribution / active EE | $11,934 | $5,256+127.0% | $4,696+154.2% | $4,876+144.7% |
| Participant deferral / active EE | $3,500 | $6,631-47.2% | $6,247-44.0% | $5,439-35.6% |
| Admin fee / account holder | $8,004 | $10,906-26.6% | $9,244-13.4% | $10,885-26.5% |