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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 | $215,572 | $180,749+19.3% | $160,784+34.1% | $137,256+57.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.98% | 2234.46%-2216.5pp | 1803.92%-1785.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $14,016 | $4,155+237.3% | $3,733+275.5% | $4,156+237.3% |
| Participant deferral / active EE | $13,898 | $6,844+103.1% | $6,293+120.9% | $6,407+116.9% |
| Admin fee / account holder | $7,963 | $10,397-23.4% | $9,717-18.0% | $12,270-35.1% |