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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 | $212,893 | $217,432-2.1% | $185,849+14.6% | $167,536+27.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.95% | 148.42%-133.5pp | 122.10%-107.2pp | 478.82%-463.9pp |
| Employer contribution / active EE | $13,940 | $5,875+137.3% | $5,169+169.7% | $4,839+188.1% |
| Participant deferral / active EE | $11,303 | $6,357+77.8% | $5,569+103.0% | $6,342+78.2% |
| Admin fee / account holder | $78,747 | $19,818+297.3% | $16,244+384.8% | $12,315+539.5% |