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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 | $189,219 | $114,093+65.8% | $96,171+96.8% | $167,536+12.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 68.4%+22.5pp | 82.1%+8.8pp |
| Annual return | 12.90% | 190.00%-177.1pp | 192.04%-179.1pp | 478.82%-465.9pp |
| Employer contribution / active EE | $10,863 | $3,429+216.8% | $2,799+288.1% | $4,839+124.5% |
| Participant deferral / active EE | $5,335 | $5,197+2.7% | $4,350+22.6% | $6,342-15.9% |
| Admin fee / account holder | $50,914 | $6,899+638.0% | $5,538+819.3% | $12,315+313.4% |