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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 | $238,775 | $124,175+92.3% | $108,405+120.3% | $167,536+42.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.36% | 1380.13%-1369.8pp | 905.55%-895.2pp | 478.82%-468.5pp |
| Employer contribution / active EE | $8,513 | $4,188+103.3% | $3,559+139.2% | $4,839+75.9% |
| Participant deferral / active EE | $8,680 | $6,908+25.6% | $6,563+32.3% | $6,342+36.9% |
| Admin fee / account holder | $1,124 | $9,457-88.1% | $7,297-84.6% | $12,315-90.9% |