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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 | $185,692 | $148,629+24.9% | $135,982+36.6% | $139,487+33.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.95% | 79.33%-32.4pp | 68.32%-21.4pp | 373.84%-326.9pp |
| Employer contribution / active EE | $11,813 | $5,247+125.1% | $4,859+143.1% | $4,755+148.4% |
| Participant deferral / active EE | $9,675 | $8,102+19.4% | $7,760+24.7% | $6,713+44.1% |
| Admin fee / account holder | $577 | $12,406-95.3% | $10,767-94.6% | $11,407-94.9% |