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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 | $231,352 | $175,257+32.0% | $149,717+54.5% | $139,456+65.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.43% | 166.70%-153.3pp | 134.41%-121.0pp | 373.45%-360.0pp |
| Employer contribution / active EE | $13,891 | $5,477+153.6% | $4,820+188.2% | $4,753+192.3% |
| Participant deferral / active EE | $7,390 | $6,521+13.3% | $5,682+30.1% | $6,711+10.1% |
| Admin fee / account holder | $13,329 | $16,156-17.5% | $13,213+0.9% | $11,407+16.8% |