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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 | $196,943 | $180,459+9.1% | $154,108+27.8% | $135,380+45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.25% | 888.21%-883.0pp | 735.21%-730.0pp | 519.81%-514.6pp |
| Employer contribution / active EE | $30,000 | $6,035+397.1% | $5,298+466.3% | $4,779+527.8% |
| Participant deferral / active EE | $16,500 | $5,806+184.2% | $5,081+224.8% | $5,609+194.2% |
| Admin fee / account holder | $7,937 | $16,145-50.8% | $13,411-40.8% | $10,828-26.7% |