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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 | $154,924 | $148,623+4.2% | $135,974+13.9% | $139,466+11.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21391.30% | 79.30%+21312.0pp | 68.30%+21323.0pp | 373.66%+21017.6pp |
| Employer contribution / active EE | $9,385 | $5,246+78.9% | $4,859+93.2% | $4,754+97.4% |
| Participant deferral / active EE | $18,740 | $8,103+131.3% | $7,760+141.5% | $6,712+179.2% |
| Admin fee / account holder | $1,296 | $12,406-89.6% | $10,767-88.0% | $11,409-88.6% |