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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 | $244,131 | $217,427+12.3% | $185,837+31.4% | $167,518+45.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.31% | 148.39%-134.1pp | 122.08%-107.8pp | 478.71%-464.4pp |
| Employer contribution / active EE | $17,576 | $5,874+199.2% | $5,168+240.1% | $4,838+263.3% |
| Participant deferral / active EE | $12,081 | $6,357+90.0% | $5,568+117.0% | $6,342+90.5% |
| Admin fee / account holder | $9,350 | $19,816-52.8% | $16,241-42.4% | $12,312-24.1% |