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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 | $215,443 | $165,361+30.3% | $149,715+43.9% | $158,950+35.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.34% | 348.24%-336.9pp | 276.66%-265.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $19,352 | $5,103+279.2% | $4,645+316.6% | $4,762+306.4% |
| Participant deferral / active EE | $7,180 | $7,1820% | $6,842+4.9% | $5,983+20.0% |
| Admin fee / account holder | $38,490 | $10,808+256.1% | $9,310+313.4% | $11,248+242.2% |