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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 | $213,400 | $183,539+16.3% | $155,556+37.2% | $145,897+46.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.84% | 61.31%-44.5pp | 64.84%-48.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $11,279 | $5,315+112.2% | $4,675+141.2% | $4,663+141.9% |
| Participant deferral / active EE | $9,729 | $6,467+50.4% | $5,631+72.8% | $6,689+45.4% |
| Admin fee / account holder | $742 | $19,275-96.2% | $15,885-95.3% | $13,390-94.5% |