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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 | $204,243 | $184,000+11.0% | $162,185+25.9% | $152,909+33.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.60% | 150.80%-123.2pp | 115.61%-88.0pp | 345.46%-317.9pp |
| Employer contribution / active EE | $14,387 | $6,370+125.9% | $5,613+156.3% | $4,764+202.0% |
| Participant deferral / active EE | $15,451 | $8,033+92.4% | $7,297+111.7% | $5,851+164.1% |
| Admin fee / account holder | $53,515 | $13,124+307.8% | $10,844+393.5% | $11,601+361.3% |