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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 | $201,476 | $175,231+15.0% | $149,696+34.6% | $139,466+44.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.44% | 166.77%-134.3pp | 134.46%-102.0pp | 373.66%-341.2pp |
| Employer contribution / active EE | $28,385 | $5,478+418.2% | $4,821+488.8% | $4,754+497.1% |
| Participant deferral / active EE | $20,433 | $6,521+213.3% | $5,682+259.6% | $6,712+204.4% |
| Admin fee / account holder | $1,291 | $16,155-92.0% | $13,212-90.2% | $11,409-88.7% |