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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 | $249,201 | $101,499+145.5% | $147,005+69.5% | $74,546+234.3% |
| Participation rate | 92.0% | 75.5%+16.5pp | 82.2%+9.8pp | 67.2%+24.8pp |
| Annual return | 27.17% | 8732.34%-8705.2pp | 418.76%-391.6pp | 1366.03%-1338.9pp |
| Employer contribution / active EE | $21,464 | $3,811+463.2% | $4,934+335.0% | $2,624+717.9% |
| Participant deferral / active EE | $14,502 | $7,304+98.5% | $8,070+79.7% | $4,347+233.6% |
| Admin fee / account holder | $17,119 | $1,748+879.4% | $13,006+31.6% | $1,944+780.8% |