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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 | $199,104 | $176,077+13.1% | $159,455+24.9% | $167,518+18.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 107.33% | 331.83%-224.5pp | 263.63%-156.3pp | 478.71%-371.4pp |
| Employer contribution / active EE | $19,492 | $5,298+267.9% | $4,830+303.5% | $4,838+302.8% |
| Participant deferral / active EE | $18,750 | $7,751+141.9% | $7,353+155.0% | $6,342+195.6% |
| Admin fee / account holder | $56,749 | $12,556+352.0% | $10,800+425.4% | $12,312+360.9% |