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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 | $197,825 | $202,342-2.2% | $172,752+14.5% | $152,897+29.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.80% | 1029.83%-1014.0pp | 802.97%-787.2pp | 345.43%-329.6pp |
| Employer contribution / active EE | $24,144 | $5,858+312.2% | $5,144+369.3% | $4,764+406.8% |
| Participant deferral / active EE | $6,286 | $5,948+5.7% | $5,198+20.9% | $5,851+7.4% |
| Admin fee / account holder | $532,338 | $17,111+3011.1% | $13,955+3714.7% | $11,599+4489.4% |