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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 | $247,750 | $173,397+42.9% | $135,987+82.2% | $145,877+69.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 32.98% | 1166.18%-1133.2pp | 580.01%-547.0pp | 551.28%-518.3pp |
| Employer contribution / active EE | $9,047 | $5,281+71.3% | $4,214+114.7% | $4,663+94.0% |
| Participant deferral / active EE | $14,950 | $8,710+71.6% | $7,027+112.8% | $6,691+123.4% |
| Admin fee / account holder | $166,590 | $9,663+1624.0% | $6,716+2380.6% | $13,402+1143.0% |