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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 | $206,304 | $168,635+22.3% | $147,617+39.8% | $125,389+64.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.81% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $18,317 | $6,252+193.0% | $5,564+229.2% | $4,866+276.4% |
| Participant deferral / active EE | $21,336 | $5,507+287.4% | $4,895+335.8% | $5,352+298.7% |
| Admin fee / account holder | $131,371 | $13,580+867.4% | $11,612+1031.4% | $9,541+1276.9% |