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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 | $213,048 | $176,077+21.0% | $159,455+33.6% | $167,518+27.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.28% | 331.83%-319.6pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $13,117 | $5,298+147.6% | $4,830+171.6% | $4,838+171.1% |
| Participant deferral / active EE | $12,829 | $7,751+65.5% | $7,353+74.5% | $6,342+102.3% |
| Admin fee / account holder | $6,377 | $12,556-49.2% | $10,800-41.0% | $12,312-48.2% |