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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 | $172,950 | $176,688-2.1% | $130,660+32.4% | $152,897+13.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 20.33% | 2693.08%-2672.8pp | 1709.29%-1689.0pp | 345.43%-325.1pp |
| Employer contribution / active EE | $12,137 | $5,743+111.3% | $4,092+196.6% | $4,764+154.8% |
| Participant deferral / active EE | $7,809 | $4,362+79.0% | $3,603+116.7% | $5,851+33.5% |
| Admin fee / account holder | $3,657 | $7,131-48.7% | $5,463-33.1% | $11,599-68.5% |