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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 | $163,874 | $159,978+2.4% | $147,041+11.4% | $145,978+12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.59% | 98.36%-77.8pp | 419.21%-398.6pp | 550.52%-529.9pp |
| Employer contribution / active EE | $23,445 | $5,288+343.3% | $4,935+375.1% | $4,662+402.9% |
| Participant deferral / active EE | $46,407 | $8,429+450.6% | $8,071+475.0% | $6,690+593.7% |
| Admin fee / account holder | $214,936 | $15,053+1327.8% | $13,006+1552.6% | $13,400+1504.0% |