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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 | $227,379 | $149,040+52.6% | $120,225+89.1% | $137,256+65.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.40% | 605.68%-591.3pp | 439.23%-424.8pp | 220.34%-205.9pp |
| Employer contribution / active EE | $45,111 | $4,350+937.0% | $3,475+1198.0% | $4,156+985.4% |
| Participant deferral / active EE | $26,000 | $4,655+458.6% | $3,999+550.2% | $6,407+305.8% |
| Admin fee / account holder | $1,034 | $6,348-83.7% | $5,696-81.9% | $12,270-91.6% |