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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 | $239,409 | $73,421+226.1% | $66,439+260.3% | $155,188+54.3% |
| Participation rate | 85.7% | 79.7%+6.0pp | 74.5%+11.2pp | 80.8%+4.9pp |
| Annual return | 16.68% | 1382.37%-1365.7pp | 757.66%-741.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $4,804 | $3,039+58.1% | $2,637+82.2% | $4,248+13.1% |
| Participant deferral / active EE | $12,327 | $4,680+163.4% | $3,876+218.0% | $6,531+88.7% |
| Admin fee / account holder | $23,260 | $8,856+162.7% | $6,173+276.8% | $14,480+60.6% |