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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 | $247,373 | $159,978+54.6% | $147,041+68.2% | $145,978+69.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.47% | 98.36%-74.9pp | 419.21%-395.7pp | 550.52%-527.0pp |
| Employer contribution / active EE | $12,496 | $5,288+136.3% | $4,935+153.2% | $4,662+168.0% |
| Participant deferral / active EE | $16,271 | $8,429+93.0% | $8,071+101.6% | $6,690+143.2% |
| Admin fee / account holder | $1,277 | $15,053-91.5% | $13,006-90.2% | $13,400-90.5% |