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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 | $193,873 | $160,070+21.1% | $147,117+31.8% | $145,897+32.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.95% | 98.69%-75.7pp | 420.54%-397.6pp | 552.29%-529.3pp |
| Employer contribution / active EE | $4,047 | $5,285-23.4% | $4,932-18.0% | $4,663-13.2% |
| Participant deferral / active EE | $6,197 | $8,419-26.4% | $8,065-23.2% | $6,689-7.4% |
| Admin fee / account holder | $34,939 | $15,035+132.4% | $12,993+168.9% | $13,390+160.9% |