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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 | $113,523 | $101,283+12.1% | $75,826+49.7% | $135,380-16.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 10.17% | 3384.62%-3374.4pp | 1914.15%-1904.0pp | 519.81%-509.6pp |
| Employer contribution / active EE | $3,547 | $2,382+48.9% | $1,913+85.4% | $4,779-25.8% |
| Participant deferral / active EE | $1,069 | $3,469-69.2% | $2,862-62.6% | $5,609-80.9% |
| Admin fee / account holder | $1,839 | $6,539-71.9% | $4,726-61.1% | $10,828-83.0% |