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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 | $207,836 | $169,361+22.7% | $129,397+60.6% | $145,877+42.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.55% | 14395.54%-14380.0pp | 9453.98%-9438.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $4,660 | $5,542-15.9% | $4,154+12.2% | $4,663-0.1% |
| Participant deferral / active EE | $3,922 | $4,987-21.4% | $4,167-5.9% | $6,691-41.4% |
| Admin fee / account holder | $1,662 | $9,903-83.2% | $7,679-78.4% | $13,402-87.6% |