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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 | $234,190-2.9% | $180,320+26.1% | $198,609+14.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 14.40% | 1057.44%-1043.0pp | 778.54%-764.1pp | 202.70%-188.3pp |
| Employer contribution / active EE | $45,111 | $5,258+758.0% | $4,108+998.3% | $5,055+792.3% |
| Participant deferral / active EE | $26,000 | $4,988+421.2% | $4,304+504.1% | $6,977+272.7% |
| Admin fee / account holder | $1,034 | $12,558-91.8% | $10,000-89.7% | $19,030-94.6% |