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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 | $187,713 | $124,175+51.2% | $108,405+73.2% | $167,536+12.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.62% | 1380.13%-1368.5pp | 905.55%-893.9pp | 478.82%-467.2pp |
| Employer contribution / active EE | $3,841 | $4,188-8.3% | $3,559+7.9% | $4,839-20.6% |
| Participant deferral / active EE | $7,128 | $6,908+3.2% | $6,563+8.6% | $6,342+12.4% |
| Admin fee / account holder | $559 | $9,457-94.1% | $7,297-92.3% | $12,315-95.5% |