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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 | $225,676 | $225,6730% | $203,872+10.7% | $155,188+45.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 165.95% | 95.91%+70.0pp | 85.11%+80.8pp | 148.84%+17.1pp |
| Employer contribution / active EE | $5,612 | $4,099+36.9% | $3,757+49.3% | $4,248+32.1% |
| Participant deferral / active EE | $20,696 | $6,893+200.2% | $6,388+224.0% | $6,531+216.9% |
| Admin fee / account holder | $371 | $12,327-97.0% | $11,730-96.8% | $14,480-97.4% |