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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 | $183,615 | $159,978+14.8% | $147,041+24.9% | $145,978+25.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 98.36%-84.9pp | 419.21%-405.8pp | 550.52%-537.1pp |
| Employer contribution / active EE | $16,290 | $5,288+208.0% | $4,935+230.1% | $4,662+249.4% |
| Participant deferral / active EE | $6,463 | $8,429-23.3% | $8,071-19.9% | $6,690-3.4% |
| Admin fee / account holder | $45,674 | $15,053+203.4% | $13,006+251.2% | $13,400+240.8% |