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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 | $188,348 | $124,187+51.7% | $108,410+73.7% | $167,518+12.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.40% | 1379.80%-1361.4pp | 905.34%-886.9pp | 478.71%-460.3pp |
| Employer contribution / active EE | $1,375 | $4,187-67.2% | $3,558-61.4% | $4,838-71.6% |
| Participant deferral / active EE | $24,228 | $6,908+250.7% | $6,562+269.2% | $6,342+282.0% |
| Admin fee / account holder | $73,237 | $9,456+674.5% | $7,296+903.9% | $12,312+494.8% |