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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 | $245,448 | $160,040+53.4% | $147,096+66.9% | $145,877+68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.04% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $13,998 | $5,289+164.6% | $4,936+183.6% | $4,663+200.2% |
| Participant deferral / active EE | $14,578 | $8,429+73.0% | $8,071+80.6% | $6,691+117.9% |
| Admin fee / account holder | $24,434 | $15,050+62.4% | $13,005+87.9% | $13,402+82.3% |