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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 | $229,670 | $160,070+43.5% | $147,117+56.1% | $145,897+57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $37,642 | $5,285+612.3% | $4,932+663.1% | $4,663+707.3% |
| Participant deferral / active EE | $8,967 | $8,419+6.5% | $8,065+11.2% | $6,689+34.0% |
| Admin fee / account holder | $564 | $15,035-96.2% | $12,993-95.7% | $13,390-95.8% |