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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 | $241,309 | $159,978+50.8% | $147,041+64.1% | $145,978+65.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.27% | 98.36%-77.1pp | 419.21%-397.9pp | 550.52%-529.3pp |
| Employer contribution / active EE | $14,080 | $5,288+166.2% | $4,935+185.3% | $4,662+202.0% |
| Participant deferral / active EE | $8,469 | $8,429+0.5% | $8,071+4.9% | $6,690+26.6% |
| Admin fee / account holder | $103,086 | $15,053+584.8% | $13,006+692.6% | $13,400+669.3% |