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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 | $113,756 | $99,017+14.9% | $86,587+31.4% | $147,585-22.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.17% | 1312.37%-1292.2pp | 964.86%-944.7pp | 578.56%-558.4pp |
| Employer contribution / active EE | $135 | $3,132-95.7% | $2,839-95.2% | $4,876-97.2% |
| Participant deferral / active EE | $5,337 | $3,972+34.4% | $3,609+47.9% | $5,439-1.9% |
| Admin fee / account holder | $15,016 | $5,710+162.9% | $4,906+206.1% | $10,885+37.9% |