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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 | $229,728 | $160,070+43.5% | $147,117+56.2% | $145,897+57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.85% | 98.69%-72.8pp | 420.54%-394.7pp | 552.29%-526.4pp |
| Employer contribution / active EE | $50,468 | $5,285+855.0% | $4,932+923.2% | $4,663+982.4% |
| Participant deferral / active EE | $15,777 | $8,419+87.4% | $8,065+95.6% | $6,689+135.8% |
| Admin fee / account holder | $770 | $15,035-94.9% | $12,993-94.1% | $13,390-94.3% |