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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 | $186,933 | $169,336+10.4% | $129,384+44.5% | $145,884+28.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.77% | 14408.70%-14397.9pp | 9461.77%-9451.0pp | 551.85%-541.1pp |
| Employer contribution / active EE | $17,910 | $5,540+223.3% | $4,153+331.2% | $4,662+284.1% |
| Participant deferral / active EE | $9,125 | $4,985+83.1% | $4,166+119.1% | $6,690+36.4% |
| Admin fee / account holder | $748 | $9,912-92.5% | $7,686-90.3% | $13,392-94.4% |