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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 | $210,035 | $156,970+33.8% | $121,210+73.3% | $139,487+50.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.21% | 1477.10%-1457.9pp | 987.41%-968.2pp | 373.84%-354.6pp |
| Employer contribution / active EE | $16,526 | $5,546+198.0% | $4,171+296.2% | $4,755+247.6% |
| Participant deferral / active EE | $13,516 | $4,849+178.7% | $4,084+231.0% | $6,713+101.4% |
| Admin fee / account holder | $2,037 | $6,947-70.7% | $5,647-63.9% | $11,407-82.1% |