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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 | $182,285 | $160,028+13.9% | $147,080+23.9% | $145,884+25.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.37% | 98.60%-76.2pp | 420.17%-397.8pp | 551.85%-529.5pp |
| Employer contribution / active EE | $20,784 | $5,286+293.2% | $4,933+321.3% | $4,662+345.8% |
| Participant deferral / active EE | $12,249 | $8,422+45.4% | $8,066+51.9% | $6,690+83.1% |
| Admin fee / account holder | $4,044 | $15,030-73.1% | $12,989-68.9% | $13,392-69.8% |