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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 | $205,578 | $184,000+11.7% | $162,185+26.8% | $152,909+34.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.51% | 150.80%-130.3pp | 115.61%-95.1pp | 345.46%-325.0pp |
| Employer contribution / active EE | $14,633 | $6,370+129.7% | $5,613+160.7% | $4,764+207.2% |
| Participant deferral / active EE | $12,178 | $8,033+51.6% | $7,297+66.9% | $5,851+108.1% |
| Admin fee / account holder | $16,353 | $13,124+24.6% | $10,844+50.8% | $11,601+41.0% |