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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 | $172,758 | $160,028+8.0% | $147,080+17.5% | $145,884+18.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.78% | 98.60%-85.8pp | 420.17%-407.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $19,212 | $5,286+263.5% | $4,933+289.4% | $4,662+312.1% |
| Participant deferral / active EE | $19,000 | $8,422+125.6% | $8,066+135.5% | $6,690+184.0% |
| Admin fee / account holder | $852 | $15,030-94.3% | $12,989-93.4% | $13,392-93.6% |