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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 | $191,234 | $160,028+19.5% | $147,080+30.0% | $145,884+31.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $17,980 | $5,286+240.2% | $4,933+264.5% | $4,662+285.7% |
| Participant deferral / active EE | $19,660 | $8,422+133.4% | $8,066+143.7% | $6,690+193.9% |
| Admin fee / account holder | $2,964 | $15,030-80.3% | $12,989-77.2% | $13,392-77.9% |