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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 | $218,313 | $166,131+31.4% | $164,975+32.3% | $145,877+49.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.32% | 100.37%-91.0pp | 70.12%-60.8pp | 551.28%-542.0pp |
| Employer contribution / active EE | $8,333 | $5,276+58.0% | $4,343+91.9% | $4,663+78.7% |
| Participant deferral / active EE | $3,431 | $6,962-50.7% | $6,033-43.1% | $6,691-48.7% |
| Admin fee / account holder | $31,706 | $16,648+90.5% | $12,688+149.9% | $13,402+136.6% |