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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 | $160,040+43.5% | $147,096+56.1% | $145,877+57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.49%-85.9pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $37,642 | $5,289+611.7% | $4,936+662.6% | $4,663+707.3% |
| Participant deferral / active EE | $8,967 | $8,429+6.4% | $8,071+11.1% | $6,691+34.0% |
| Admin fee / account holder | $564 | $15,050-96.3% | $13,005-95.7% | $13,402-95.8% |