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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 | $232,942 | $212,386+9.7% | $199,883+16.5% | $138,895+67.7% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 387.56% | 47.75%+339.8pp | 43.81%+343.8pp | 145.39%+242.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,032 | $9,617+25.1% | $9,138+31.7% | $6,396+88.1% |
| Admin fee / account holder | $43,583 | $18,233+139.0% | $17,268+152.4% | $12,562+246.9% |