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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 | $229,617 | $180,749+27.0% | $160,784+42.8% | $137,256+67.3% |
| Participation rate | 91.3% | 80.0%+11.3pp | 77.0%+14.4pp | 80.0%+11.3pp |
| Annual return | 19.69% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $12,415 | $4,155+198.8% | $3,733+232.6% | $4,156+198.7% |
| Participant deferral / active EE | $5,833 | $6,844-14.8% | $6,293-7.3% | $6,407-8.9% |
| Admin fee / account holder | $2,776 | $10,397-73.3% | $9,717-71.4% | $12,270-77.4% |