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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 | $175,225 | $160,028+9.5% | $147,080+19.1% | $145,884+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.92% | 98.60%-85.7pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $13,244 | $5,286+150.6% | $4,933+168.5% | $4,662+184.1% |
| Participant deferral / active EE | $6,245 | $8,422-25.9% | $8,066-22.6% | $6,690-6.7% |
| Admin fee / account holder | $1,038 | $15,030-93.1% | $12,989-92.0% | $13,392-92.2% |