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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 | $248,592 | $180,749+37.5% | $160,784+54.6% | $137,256+81.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.18% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $32,227 | $4,155+675.6% | $3,733+763.4% | $4,156+675.4% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,096 | $10,397-2.9% | $9,717+3.9% | $12,270-17.7% |