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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 | $111,739 | $150,446-25.7% | $136,297-18.0% | $147,585-24.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.77% | 1049.14%-1034.4pp | 5156.19%-5141.4pp | 578.58%-563.8pp |
| Employer contribution / active EE | $8,110 | $5,256+54.3% | $4,696+72.7% | $4,876+66.3% |
| Participant deferral / active EE | $6,020 | $6,631-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $15,913 | $10,906+45.9% | $9,244+72.1% | $10,886+46.2% |